Horsesmouthhttp://www.blogtalkradio.com/horsesmouthHorsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.en2008 BlogTalkRadio.com. All Rights Reserved.Tue, 31 Mar 2015 20:45:00 GMTThu, 08 Jan 2015 16:00:00 GMTBusinessEZ Rss 0.1http://cdn.btrcdn.com/pics/hostpics/a068f956-09fd-4a55-a139-cf2f9a9416cd_313581_436493299726897_1675852082_a.jpgHorsesmouthhttp://www.blogtalkradio.com/horsesmouthHorsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.feeds@blogtalkradio.comBlogTalkRadio.comBlogTalkRadio, Blog Talk RadioHorsesmouthnoHorsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.http://www.blogtalkradio.com/horsesmouth/podcastHow to Recruit Female Advisors: Ellen Rogin Interviews Holly Buchananhttp://www.blogtalkradio.com/horsesmouth/2015/01/08/how-to-recruit-female-advisors-ellen-rogin-interviews-holly-buchananBusinesshttp://www.blogtalkradio.com/horsesmouth/2015/01/08/how-to-recruit-female-advisors-ellen-rogin-interviews-holly-buchanan/#commentshttp://www.blogtalkradio.com/horsesmouth/2015/01/08/how-to-recruit-female-advisors-ellen-rogin-interviews-holly-buchananThu, 08 Jan 2015 16:00:00 GMTThe advantages of having women on your team is a hot topic these days. For a wealth management team, what are those advantages, exactly? And what do you need to know to attract and retain female advisors?
In this episode of AdvisorRadio, Ellen Rogin speaks with Holly Buchanan, author of "Selling Financial Services to Women," and an expert on female recruitment in the financial services industry. Holly points out all the reasons why clients want to work with female advisors, why female advisors often don't get recruited, and what women are most looking for from their peers and managers.
00:34:00Horsesmouthnohorsesmouth,advisorradio,financier advisor,wealth management,recruitmentHow to Recruit Female Advisors: Ellen Rogin Interviews Holly BuchananFalling Oil/Gasoline Prices and the Impact on Corporate Profitshttp://www.blogtalkradio.com/horsesmouth/2014/12/05/falling-oilgasoline-prices-and-the-impact-on-corporate-profitsBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/12/05/falling-oilgasoline-prices-and-the-impact-on-corporate-profits/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/12/05/falling-oilgasoline-prices-and-the-impact-on-corporate-profitsFri, 05 Dec 2014 17:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing the economic impact—or lack thereof—from falling gasoline prices, plus stock and bond performance, job growth, and a peek ahead.
00:18:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,client communication,investingFalling Oil/Gasoline Prices and the Impact on Corporate ProfitsThe Relationship Between Declining Junk Debt and Small-Cap Stockshttp://www.blogtalkradio.com/horsesmouth/2014/11/21/the-relationship-between-declining-junk-debt-and-small-cap-stocksBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/11/21/the-relationship-between-declining-junk-debt-and-small-cap-stocks/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/11/21/the-relationship-between-declining-junk-debt-and-small-cap-stocksFri, 21 Nov 2014 17:00:00 GMTAdvisor Talking Points: Prepare for client interactions with this week’s analysis reviewing the recent downturn in junk and its impact on smaller company stocks. Plus, inflation, global angst, and the Fed’s minutes, which downplayed global problems.
00:20:00Horsesmouthnohorsesmouth,advisorradio,market commentary,economy,investingThe Relationship Between Declining Junk Debt and Small-Cap StocksTeaching Clients Purposeful Spending: Ellen Rogin Interviews Melissa Tosettihttp://www.blogtalkradio.com/horsesmouth/2014/11/18/teaching-clients-purposeful-spending-ellen-rogin-interviews-melissa-tosettiBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/11/18/teaching-clients-purposeful-spending-ellen-rogin-interviews-melissa-tosetti/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/11/18/teaching-clients-purposeful-spending-ellen-rogin-interviews-melissa-tosettiTue, 18 Nov 2014 17:00:00 GMTWhat if your clients could achieve their retirement savings goals while simultaneously enjoying the journey? Saving doesn't have to be a cheerless chore. With purposeful spending, it's possible to achieve a balance whereby goals are being met, and taking those dream vacations is still possible.
Listen as Ellen Rogin talks with Melissa Tosetti, author of "Living the Savvy Life," about the key tenets of purposeful spending. Few things make as big of a difference in clients' lives as sound cash flow planning, and few advisors go deep enough.
00:30:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,financial planning,cash flow planningTeaching Clients Purposeful Spending: Ellen Rogin Interviews Melissa TosettiFinding Fulfillment Everyday: Ellen Rogin Talks with David Pollayhttp://www.blogtalkradio.com/horsesmouth/2014/11/11/finding-fulfillment-everyday-ellen-rogin-talks-with-david-pollayBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/11/11/finding-fulfillment-everyday-ellen-rogin-talks-with-david-pollay/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/11/11/finding-fulfillment-everyday-ellen-rogin-talks-with-david-pollayTue, 11 Nov 2014 17:00:00 GMTMany advisors' moods fluctuate along with the markets, but it doesn't have to be that way. By actively letting go of negative energy and focusing on positive activities and intentions every day, you can feel satisfied and happy all the time.
In this AdvisorRadio interview, Ellen Rogin discusses fulfillment with David Pollay, author of "The 3 Promises" and "Law of the Garbage Truck," who shares ways to get rid of the doubt, fear, and stress that bring us down, and strategies for striving toward fulfillment in work and life.
00:37:00Horsesmouthnohorsesmouth,advisorradio,positivity,success,fulfillmentFinding Fulfillment Everyday: Ellen Rogin Talks with David PollaySetting Goals That Inspire You: Ellen Rogin Talks with Matt Andersonhttp://www.blogtalkradio.com/horsesmouth/2014/10/21/setting-goals-that-inspire-you-ellen-rogin-talks-with-matt-andersonBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/10/21/setting-goals-that-inspire-you-ellen-rogin-talks-with-matt-anderson/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/10/21/setting-goals-that-inspire-you-ellen-rogin-talks-with-matt-andersonTue, 21 Oct 2014 17:00:00 GMTEverybody knows that having goals is a cornerstone of success, but many don't have any, or if they do, their goals are vague or don't motivate them, and this leads to lackluster results.
Matt Anderson of the Referral Authority joins Ellen Rogin on this edition of AdvisorRadio to share the extensive research he has done on goal setting. He provides tools, tips, and techniques for setting goals that will inspire you to fulfill them and reach for even grander heights.
00:39:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,goals,goal settingSetting Goals That Inspire You: Ellen Rogin Talks with Matt AndersonInvestors Shoot First, Ask Questions Laterhttp://www.blogtalkradio.com/horsesmouth/2014/10/17/investors-shoot-first-ask-questions-laterBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/10/17/investors-shoot-first-ask-questions-later/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/10/17/investors-shoot-first-ask-questions-laterFri, 17 Oct 2014 18:30:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing the factors that have contributed to the selloff (as well as the favorable fundamentals that remain in play), the contribution to U.S. GDP from exports (including Europe), and the rally in Treasuries. Also discussed: the distinct possibility oil has entered a new secular trend.
00:24:00Horsesmouthnohorsesmouth,advisorradio,investing,financial advisor,financial servicesInvestors Shoot First, Ask Questions LaterThe Fed Takes Baby Steps Toward the First Rate Hikehttp://www.blogtalkradio.com/horsesmouth/2014/09/19/the-fed-takes-baby-steps-toward-the-first-rate-hike-1Businesshttp://www.blogtalkradio.com/horsesmouth/2014/09/19/the-fed-takes-baby-steps-toward-the-first-rate-hike-1/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/09/19/the-fed-takes-baby-steps-toward-the-first-rate-hike-1Fri, 19 Sep 2014 14:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's analysis reviewing the latest Fed meeting, the inflation data, and mixed reports on spending and production.
00:19:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,market commentary,economyThe Fed Takes Baby Steps Toward the First Rate HikeHow to Regain Control of Your Inbox: Ellen Rogin Talks with Bonnie Shayhttp://www.blogtalkradio.com/horsesmouth/2014/09/15/how-to-regain-control-of-your-inbox-ellen-rogin-talks-with-bonnie-shayBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/09/15/how-to-regain-control-of-your-inbox-ellen-rogin-talks-with-bonnie-shay/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/09/15/how-to-regain-control-of-your-inbox-ellen-rogin-talks-with-bonnie-shayMon, 15 Sep 2014 15:00:00 GMTIf you're like most people, your email inbox is teeming with messages you haven't had a chance to get to, or that you aren't deleting because you're afraid you might need the information they contain down the road. An out-of-control inbox like this can create stress and distraction, robbing you of the focus you need to get things done on a day-to-day basis.
Bonnie Shay, a professional organizer with Mariposa Creative Solutions, talks with Ellen Rogin in this edition of AdvisorRadio about simple methods you can apply today that will cut your inbox down to size and organize it in such a way that the information your emails provide will work for on your own terms, instead of working against you with interruption and distraction.
00:36:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,organization,practice managementHow to Regain Control of Your Inbox: Ellen Rogin Talks with Bonnie ShayEconomic Temperature Starts to Warm Uphttp://www.blogtalkradio.com/horsesmouth/2014/08/08/economic-temperature-starts-to-warm-upBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/08/08/economic-temperature-starts-to-warm-up/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/08/08/economic-temperature-starts-to-warm-upFri, 08 Aug 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review looking at some of the upbeat economic data, high-yield jitters, and the latest from the European Central Bank.
00:25:00Horsesmouthnohorsesmouth,advisorradio,market commentary,investing,economyEconomic Temperature Starts to Warm Up5 Steps to Raise Profitability: Ellen Rogin Talks with Anne Grahamhttp://www.blogtalkradio.com/horsesmouth/2014/08/05/5-steps-to-raise-profitability-ellen-rogin-talks-with-anne-grahamBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/08/05/5-steps-to-raise-profitability-ellen-rogin-talks-with-anne-graham/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/08/05/5-steps-to-raise-profitability-ellen-rogin-talks-with-anne-grahamTue, 05 Aug 2014 16:00:00 GMTDo you have a long list of changes you want to implement in your practice because you know they will increase your success, but you're frustrated because you don't believe you have the budget to make them a reality? Taking a careful look at your practice's profitability can be the key to finding the money you need to progress your business.
In this AdvisorRadio interview, Ellen Rogin talks with Anne Graham, author of "Profit in Plain Sight," about her five-step process for getting the most profitability out of a business.
00:34:00Horsesmouthno,5 Steps to Raise Profitability: Ellen Rogin Talks with Anne GrahamHow to Get Out of a Funk: Ellen Rogin Interviews Carolyn Ellishttp://www.blogtalkradio.com/horsesmouth/2014/07/28/how-to-get-out-of-a-funk-ellen-rogin-interviews-carolyn-ellisBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/07/28/how-to-get-out-of-a-funk-ellen-rogin-interviews-carolyn-ellis/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/07/28/how-to-get-out-of-a-funk-ellen-rogin-interviews-carolyn-ellisMon, 28 Jul 2014 14:30:00 GMTWe all have an internal battle being fought constantly by elements of our personality which drain us of vital motivation and leave us feeling overwhelmed without really knowing why, says business coach Carolyn Ellis. In this AdvisorRadio interview with Ellen Rogin, she reveals these "inner-gremlins" which rob us of so much energy and gives action steps for how to address them so that you can rediscover calm and clarity.
00:34:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,motivation,stressHow to Get Out of a Funk: Ellen Rogin Interviews Carolyn EllisHelping Family Businesses Navigate Selling: Create Your Own Networkhttp://www.blogtalkradio.com/horsesmouth/2014/07/24/helping-family-businesses-navigate-selling-create-your-own-networkBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/07/24/helping-family-businesses-navigate-selling-create-your-own-network/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/07/24/helping-family-businesses-navigate-selling-create-your-own-networkThu, 24 Jul 2014 16:00:00 GMTWhat’s Working Now: Imagine hosting a network comprised of small business owners looking to sell and former small business owners who have already sold. It’s a powerful combination that delivers rewards to all. Plus, its’ a great way to meet business owners and deepen your ties in the community.
00:27:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,prospectingHelping Family Businesses Navigate Selling: Create Your Own NetworkMastering Social Media: Ellen Rogin Talks with Amy McIlwainhttp://www.blogtalkradio.com/horsesmouth/2014/07/18/mastering-social-media-ellen-rogin-talks-with-amy-mcilwainBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/07/18/mastering-social-media-ellen-rogin-talks-with-amy-mcilwain/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/07/18/mastering-social-media-ellen-rogin-talks-with-amy-mcilwainFri, 18 Jul 2014 15:30:00 GMTMost advisors "know" they should be utilizing social media to reach out to people, but few understand how to use all of the tools the different platforms offer to do that effectively.
Listen in as Amy McIlwain, president of Financial Social Media, talks with Ellen Rogin and delves into the nuts and bolts of each of the popular social media platforms (LinkedIn, Facebook, Twitter…) and provides tips on how to make more connections through these networks, and better quality ones as well.
00:38:00Horsesmouthnohorsesmouth,advisorradio,social media,prospecting,marketingMastering Social Media: Ellen Rogin Talks with Amy McIlwainThe Fed and Yellen: Holding the Rudder Steadyhttp://www.blogtalkradio.com/horsesmouth/2014/07/18/the-fed-and-yellen-holding-the-rudder-steadyBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/07/18/the-fed-and-yellen-holding-the-rudder-steady/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/07/18/the-fed-and-yellen-holding-the-rudder-steadyFri, 18 Jul 2014 15:00:00 GMT6 Advisor Talking Points: Prepare for client interactions with this week's review focusing on the latest utterances from the Fed, a couple of key economic reports, earnings, and a look ahead.
00:18:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,market commentary,investingThe Fed and Yellen: Holding the Rudder SteadyHow I Found My Own Fountain of Youthhttp://www.blogtalkradio.com/horsesmouth/2014/07/10/how-i-found-my-own-fountain-of-youthBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/07/10/how-i-found-my-own-fountain-of-youth/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/07/10/how-i-found-my-own-fountain-of-youthThu, 10 Jul 2014 18:30:00 GMTWhat’s Working Now: Have you ever felt you wanted to accomplish more but lacked the energy to pull it off? This advisor did but he found a solution.
00:26:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,energy,dietHow I Found My Own Fountain of YouthWinter's Chill and GDPhttp://www.blogtalkradio.com/horsesmouth/2014/06/27/winters-chill-and-gdpBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/06/27/winters-chill-and-gdp/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/06/27/winters-chill-and-gdpFri, 27 Jun 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review focusing on another steep downward revision to GDP, the latest from the PCE Price Index, which is the Fed-favored inflation gauge, housing, and a look ahead.
00:19:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,market commentary,economyWinter's Chill and GDPHow a Networking Strategy Expanded My Sphere of Influencehttp://www.blogtalkradio.com/horsesmouth/2014/06/16/how-a-networking-strategy-expanded-my-sphere-of-influenceBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/06/16/how-a-networking-strategy-expanded-my-sphere-of-influence/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/06/16/how-a-networking-strategy-expanded-my-sphere-of-influenceMon, 16 Jun 2014 15:00:00 GMTWhat's Working Now: This advisor expanded his network from maybe 200 people to almost 2,500 by joining networking groups and nonprofits to expand his presence in the community.
00:28:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,networking,community serviceHow a Networking Strategy Expanded My Sphere of InfluenceA Crude Awakening in Iraqhttp://www.blogtalkradio.com/horsesmouth/2014/06/13/a-crude-awakening-in-iraqBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/06/13/a-crude-awakening-in-iraq/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/06/13/a-crude-awakening-in-iraqFri, 13 Jun 2014 14:00:00 GMTAdvisor Talking Points: Prepare for client interactions with this week's review, including the unrest in Iraq, a continued uptick in business sentiment, the downward direction in the unemployment rate, and a look at the top 50 advisor blogs.
00:27:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,market commentary,investingA Crude Awakening in IraqWhen Clients' Emotions Endanger the Plan: Ellen Rogin Talks with Les Szarkahttp://www.blogtalkradio.com/horsesmouth/2014/06/06/when-clients-emotions-endanger-the-plan-ellen-rogin-talks-with-les-szarkaBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/06/06/when-clients-emotions-endanger-the-plan-ellen-rogin-talks-with-les-szarka/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/06/06/when-clients-emotions-endanger-the-plan-ellen-rogin-talks-with-les-szarkaFri, 06 Jun 2014 16:00:00 GMTIf clients were 100% rationale beings, it would be easy to get them on board with an investment plan and to ensure they stick with it, but human beings are creatures of emotion. When volatility spikes, clients are going to experience fear, and when market exuberance reigns, they will be tempted by greed. These influences can make clients shortsighted and make it difficult for you to get them to see the bigger picture. And the worst part is that these emotions are often subconscious—clients don't even realize how influenced they are by these primal feelings.
Les Szarka, longtime advisor and author of the book, "Money Brain - How Your Subconscious Mind Can Hijack Your Investment Decisions," chats with Ellen Rogin in this AdvisorRadio interview about how the wiring of the human brain can make "sticking to the plan" so hard for clients, and how best to handle the situation when subconscious emotions start to take over.
00:35:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,client relationships,client managementWhen Clients' Emotions Endanger the Plan: Ellen Rogin Talks with Les SzarkaThe Rodney Dangerfield Stock Market Rallyhttp://www.blogtalkradio.com/horsesmouth/2014/06/06/the-rodney-dangerfield-stock-market-rallyBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/06/06/the-rodney-dangerfield-stock-market-rally/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/06/06/the-rodney-dangerfield-stock-market-rallyFri, 06 Jun 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions as we review the ECB's unprecedented decision to combat disinflation, growing complacency in the markets, and the latest round of reports that signal moderate growth at home.
00:23:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,market commentary,investingThe Rodney Dangerfield Stock Market RallyHow One Advisor is Reaching out to Prospects with Savvy Social Security Planninghttp://www.blogtalkradio.com/horsesmouth/2014/06/05/how-one-advisor-is-reaching-out-to-prospects-with-savvy-social-security-planningBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/06/05/how-one-advisor-is-reaching-out-to-prospects-with-savvy-social-security-planning/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/06/05/how-one-advisor-is-reaching-out-to-prospects-with-savvy-social-security-planningThu, 05 Jun 2014 17:00:00 GMTJeff Young, Senior Vice President at First Financial Equity Corp. in Scottsdale, AZ, talks with Horsesmouth Editor-in-chief, Sean Bailey, about how he using the Savvy Social Security presentation to reach out to communities and fill his prospecting pipeline.
00:43:00Horsesmouthnohorsesmouth,financial advisor,social security,retirement planning,financial planningHow One Advisor is Reaching out to Prospects with Savvy Social Security PlanningM&A: Let's Make a Deal!http://www.blogtalkradio.com/horsesmouth/2014/05/30/ma-lets-make-a-dealBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/30/ma-lets-make-a-deal/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/30/ma-lets-make-a-dealFri, 30 May 2014 15:30:00 GMTAdvisor TalkingPoints: Prepare for client interactions with a look at the surge in M&A activity, a review of the close correlation between the 10-year Treasury yield and fed funds expectations, Q1 GDP, and the upcoming events in Europe that may affect markets here at home.
00:27:00Horsesmouthnohorsesmouth,advisor radio,economic commentary,economy,investingM&A: Let's Make a Deal!Junk Debt Turns to Goldhttp://www.blogtalkradio.com/horsesmouth/2014/05/23/junk-debt-turns-to-gold-1Businesshttp://www.blogtalkradio.com/horsesmouth/2014/05/23/junk-debt-turns-to-gold-1/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/23/junk-debt-turns-to-gold-1Fri, 23 May 2014 14:30:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review, looking at investors who are clamoring for junk debt, action in rate-sensitive groups, and sector rotation, and a look ahead. Please have a safe and happy Memorial Day weekend.
00:20:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,market commentary,investingJunk Debt Turns to GoldAre You Missing the Prospects Right Under Your Nose?http://www.blogtalkradio.com/horsesmouth/2014/05/20/are-you-missing-the-prospects-right-under-your-noseBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/20/are-you-missing-the-prospects-right-under-your-nose/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/20/are-you-missing-the-prospects-right-under-your-noseTue, 20 May 2014 17:00:00 GMTCoach's Corner: Are you constantly searching for prospects? There might be plenty of individuals right in front of you. Don't miss out!
00:11:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,prospecting,client managementAre You Missing the Prospects Right Under Your Nose?How to Project Confidence Through Voice: Ellen Rogin Talks with Cindy Ashtonhttp://www.blogtalkradio.com/horsesmouth/2014/05/20/how-to-project-confidence-through-voice-ellen-rogin-talks-with-cindy-ashtonBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/20/how-to-project-confidence-through-voice-ellen-rogin-talks-with-cindy-ashton/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/20/how-to-project-confidence-through-voice-ellen-rogin-talks-with-cindy-ashtonTue, 20 May 2014 14:00:00 GMTEvery person has a vocal presence that shows itself when we talk to others, forming a perception in the listener's mind. It can make you come across as nervous and uncomfortable, or confident and capable. Everything from the tone of your voice, to the posture of your body comes into play.
In this AdvisorRadio interview, Ellen Rogin chats with Cindy Ashton, a voice and speaking coach, singer, and actress, about how to become aware of what kind of vocal presence you project and how to put yourself in the right frame of mind to speak with confidence. These tips could be of great help during your next seminar or client meeting!
00:34:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,speakingHow to Project Confidence Through Voice: Ellen Rogin Talks with Cindy AshtonWhat's Up With Bonds, Literally?http://www.blogtalkradio.com/horsesmouth/2014/05/16/whats-up-with-bonds-literallyBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/16/whats-up-with-bonds-literally/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/16/whats-up-with-bonds-literallyFri, 16 May 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare yourself for client conversations with this week's overview: a surprising upward march in bonds, the end of deleveraging, the latest on retail sales, and new pressure on the European Central Bank to act.
00:29:00Horsesmouthnohorsesmouth,advisor radio,market commentary,investing,client communicationWhat's Up With Bonds, Literally?Is Your Subconscious Set for Success? Ellen Rogin Interviews Natalie Ledwellhttp://www.blogtalkradio.com/horsesmouth/2014/05/15/is-your-subconscious-set-for-success-ellen-rogin-interviews-natalie-ledwellBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/15/is-your-subconscious-set-for-success-ellen-rogin-interviews-natalie-ledwell/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/15/is-your-subconscious-set-for-success-ellen-rogin-interviews-natalie-ledwellThu, 15 May 2014 17:00:00 GMTWithout you even realizing it, your subconscious mind has a powerful effect on everything you do. Often this mental programming gets instilled early on in life, and it can keep you back from achieving what you want in life and business.
In this episode of AdvisorRadio, Ellen Rogin speaks with Natalie Ledwell of Mind Movies about exactly what role the subconscious plays in our success, and how to use tools such as affirmations and visualization to rework our subconscious' programming in order to work for us, instead of against us.
00:36:00Horsesmouthnohorsesmouth,advisor radio,subconscious,success,financial advisorIs Your Subconscious Set for Success? Ellen Rogin Interviews Natalie LedwellA Lesson for Clients in Diversification – Small-Cap Weaknesshttp://www.blogtalkradio.com/horsesmouth/2014/05/08/a-lesson-for-clients-in-diversification-small-cap-weaknessBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/08/a-lesson-for-clients-in-diversification-small-cap-weakness/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/08/a-lesson-for-clients-in-diversification-small-cap-weaknessThu, 08 May 2014 18:00:00 GMT6 Advisor Talking Points: As you prepare for client interactions, this week focuses on the spring thaw in the labor market, weakness in small-cap growth stocks, Yellen’s upbeat message, and the European Central Bank’s ‘not-yet’ stance on QE.
00:22:00Horsesmouthnohorsesmouth,financial advisor,finance,market commentary,investingA Lesson for Clients in Diversification – Small-Cap WeaknessDon't Be Afraid to Train Your Staff to Grow Your Businesshttp://www.blogtalkradio.com/horsesmouth/2014/05/05/dont-be-afraid-to-train-your-staff-to-grow-your-businessBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/05/dont-be-afraid-to-train-your-staff-to-grow-your-business/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/05/dont-be-afraid-to-train-your-staff-to-grow-your-businessMon, 05 May 2014 16:00:00 GMTWhat’s Working Now: All of us have poured blood, sweat and tears into our business, and often that leads us to fear giving up control. But don’t be afraid to start training your replacement. Their increased responsibility can afford you time to focus more on clients and prospects. It’s the key to growth, success, and good client service.
00:25:00Horsesmouthnohorsesmouth,financial advisor,advisor radio,team building,team managementDon't Be Afraid to Train Your Staff to Grow Your BusinessBeer Night, Spa Day, Block Party: My Client Event Strategyhttp://www.blogtalkradio.com/horsesmouth/2014/05/05/beer-night-spa-day-block-party-my-client-event-strategyBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/05/beer-night-spa-day-block-party-my-client-event-strategy/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/05/beer-night-spa-day-block-party-my-client-event-strategyMon, 05 May 2014 14:00:00 GMTHear how one advisor has implemented a client event strategy that has current clients raving, and organically brings in new ones.
00:29:00Horsesmouthnohorsesmouth,financial advisor,advisor radio,client events,client appreciationBeer Night, Spa Day, Block Party: My Client Event StrategyWhy a Bear Market May Not Be on the Horizonhttp://www.blogtalkradio.com/horsesmouth/2014/05/01/why-a-bear-market-may-not-be-on-the-horizonBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/05/01/why-a-bear-market-may-not-be-on-the-horizon/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/05/01/why-a-bear-market-may-not-be-on-the-horizonThu, 01 May 2014 16:00:00 GMT5 Advisor Talking Points: As you prepare for client interactions, this week focuses on what conditions end bull markets, the latest GDP data and why we should ignore it, the Fed’s meeting, and signs the European Central Bank may be getting set to launch its own version of QE.
00:18:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,market commentary,investingWhy a Bear Market May Not Be on the HorizonBeing a Guilt-Free Working Mom (or Dad): Ellen Rogin Talks with Marci Fairhttp://www.blogtalkradio.com/horsesmouth/2014/04/29/being-a-guilt-free-working-mom-or-dad-ellen-rogin-talks-with-marci-fairBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/29/being-a-guilt-free-working-mom-or-dad-ellen-rogin-talks-with-marci-fair/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/29/being-a-guilt-free-working-mom-or-dad-ellen-rogin-talks-with-marci-fairTue, 29 Apr 2014 19:00:00 GMTJuggling career and family responsibilities is a myth, says Marci Fair, mom of four and business owner. Instead, you've got to determine your priorities through careful consideration of what's important to you and learn how to say no to what doesn't matter. In this discussion with Ellen Rogin, Marci shares insight from her book, "Tilt: 7 Solutions to be a Guilt-Free Working Mom," including how moms and dads can work together, how to be fully present with your family and on the job, the key to setting boundaries, and more. It's a conversation every working parent can benefit from hearing.
00:32:00Horsesmouthnohorsesmouth,financial advisor,advisorradio,parenting,working parentsBeing a Guilt-Free Working Mom (or Dad): Ellen Rogin Talks with Marci FairWinter Snow Showers Bring Spring Flowershttp://www.blogtalkradio.com/horsesmouth/2014/04/25/winter-snow-showers-bring-spring-flowersBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/25/winter-snow-showers-bring-spring-flowers/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/25/winter-snow-showers-bring-spring-flowersFri, 25 Apr 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review on the recent spate of stronger-than-expected economic data, including retail sales and business lending. Housing, the latest in Q1 earnings, a key sector that is experiencing some inflation, and a look ahead are also included.
00:20:00Horsesmouthnohorsesmouth,financial advisor,market commentary,economic commentary,economyWinter Snow Showers Bring Spring FlowersHow I Created a Professional Advisory Board to Grow My Businesshttp://www.blogtalkradio.com/horsesmouth/2014/04/22/how-i-created-a-professional-advisory-board-to-grow-my-businessBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/22/how-i-created-a-professional-advisory-board-to-grow-my-business/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/22/how-i-created-a-professional-advisory-board-to-grow-my-businessTue, 22 Apr 2014 18:00:00 GMTWhat's Working Now: Creating an advisory board of other professionals is a great way to grow your business. But you also need to deliver value to the board members.
00:23:00Horsesmouthnohorsesmouth,financial advisor,client advisory board,client communication,referralsHow I Created a Professional Advisory Board to Grow My BusinessHow to Broach Charity with Clients: Ellen Rogin Interviews Greg Hammondhttp://www.blogtalkradio.com/horsesmouth/2014/04/22/how-to-broach-charity-with-clients-ellen-rogin-interviews-greg-hammondBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/22/how-to-broach-charity-with-clients-ellen-rogin-interviews-greg-hammond/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/22/how-to-broach-charity-with-clients-ellen-rogin-interviews-greg-hammondTue, 22 Apr 2014 16:00:00 GMTMany clients believe that giving to charity means that there will end up being less money for themselves and their family. As Greg Hammond, CFP® discusses with Ellen Rogin in this AdvisorRadio episode, that is a false belief, and one that leads to regret when at the end of life, clients feel like they have made no impact in their communities and in the world. This interview will give you insight into how to bring up the often tricky subject of philanthropy, and how to leave clients confident that they will leave a legacy to be proud of.
00:39:00Horsesmouthnohorsesmouth,financial advisor,client management,legacy planning,charityHow to Broach Charity with Clients: Ellen Rogin Interviews Greg HammondOrganization Tips for Your Office: Ellen Rogin Talks with Sharon McRillhttp://www.blogtalkradio.com/horsesmouth/2014/04/15/organization-tips-for-your-office-ellen-rogin-talks-with-sharon-mcrillBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/15/organization-tips-for-your-office-ellen-rogin-talks-with-sharon-mcrill/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/15/organization-tips-for-your-office-ellen-rogin-talks-with-sharon-mcrillTue, 15 Apr 2014 16:00:00 GMTYou might not realize the toll disorganization takes on you--the added time spent doing things that should have been a snap, all because you can't find the paperwork you need, or the zapped mental focus that results from the distraction of hunting down a receipt. All of this time and loss of focus adds up overtime, and what's worse, it's unnecessary.
On this episode of Advisor Radio, Ellen Rogin talks with Sharon McRill of the Betty Brigade about just how damaging disorganization can be to your productivity, and how you can put systems in place that will give order to your workspace, even if you consider yourself helplessly messy. You might even consider sharing these tips with clients who may benefit from them.
00:31:00Horsesmouthnohorsesmouth,advisorradio,organization,productivity,financial advisorOrganization Tips for Your Office: Ellen Rogin Talks with Sharon McRillFalling Eurozone Yields and What It May Mean for U.S. Yieldshttp://www.blogtalkradio.com/horsesmouth/2014/04/11/falling-eurozone-yields-and-what-it-may-mean-for-us-yieldsBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/11/falling-eurozone-yields-and-what-it-may-mean-for-us-yields/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/11/falling-eurozone-yields-and-what-it-may-mean-for-us-yieldsFri, 11 Apr 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review, including an examination of eurozone yields and their possible impact on U.S. bonds; the link between the Fed's monetary policy and labor force participation, momentum stocks, and a brick wall; and brightening prospects for a long-awaited boost in capital spending.
00:23:00Horsesmouthnohorsesmouth,financial advisor,client communication,market commentary,economyFalling Eurozone Yields and What It May Mean for U.S. YieldsWhy I Hired a Licensed Assistanthttp://www.blogtalkradio.com/horsesmouth/2014/04/07/why-i-hired-a-licensed-assistantBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/07/why-i-hired-a-licensed-assistant/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/07/why-i-hired-a-licensed-assistantMon, 07 Apr 2014 18:30:00 GMTWhat's Working Now: I needed a tech-savvy young associate who could promote my business through social media, help bring in new clients, and mature into my successor.
00:26:00Horsesmouthnohorsesmouth,financial advisor,practice management,Team Development,recruitingWhy I Hired a Licensed AssistantRate-Weary Investors Get No Love From Yellenhttp://www.blogtalkradio.com/horsesmouth/2014/04/04/rate-weary-investors-get-no-love-from-yellenBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/04/04/rate-weary-investors-get-no-love-from-yellen/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/04/04/rate-weary-investors-get-no-love-from-yellenFri, 04 Apr 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review, including a look at Janet Yellen's über-dovish message, high-frequency trading and how it may be presented to clients, fears that Europe is on the brink of deflation, and more.
00:23:00Horsesmouthnohorsesmouth,financial advisor,market commentary,investingRate-Weary Investors Get No Love From YellenThe Fed's Attempt to Manipulate Interest Rateshttp://www.blogtalkradio.com/horsesmouth/2014/03/28/the-feds-attempt-to-manipulate-interest-ratesBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/28/the-feds-attempt-to-manipulate-interest-rates/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/28/the-feds-attempt-to-manipulate-interest-ratesFri, 28 Mar 2014 14:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review, including a detailed look at the Fed's emphasis on forward guidance and its effect on the yield curve, capital spending and its economic impact, a sneak peak at Q1 earnings, and more.
00:18:00Horsesmouthnohorsesmouth,financial advisor,economy,investing,market commentaryThe Fed's Attempt to Manipulate Interest RatesYellen: Loose Lips Sink Shipshttp://www.blogtalkradio.com/horsesmouth/2014/03/21/yellen-loose-lips-sink-shipsBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/21/yellen-loose-lips-sink-ships/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/21/yellen-loose-lips-sink-shipsFri, 21 Mar 2014 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review including the highlights of the most recent Fed meeting and Janet Yellen's first press conference, a deeper look at inflation, and a peek ahead.
00:18:00Horsesmouthnohorsesmouth,economy,economic commentary,investing,advisorradioYellen: Loose Lips Sink ShipsEllen Rogin Talks Vision and Mission Statements with Jim Nemleyhttp://www.blogtalkradio.com/horsesmouth/2014/03/20/ellen-rogin-talks-vision-and-mission-statements-with-jim-nemleyBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/20/ellen-rogin-talks-vision-and-mission-statements-with-jim-nemley/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/20/ellen-rogin-talks-vision-and-mission-statements-with-jim-nemleyThu, 20 Mar 2014 14:30:00 GMTA vision and a mission statement are not the same thing. In this AdvisorRadio interview, Ellen Rogin talks with Jim Nemley of Xtra-Ordinary Business Builders about the difference between the two statements and how you can use each one to grow your business, attract the right kind of clients, and foster a thriving team culture.
00:27:00Horsesmouthnohorsesmouth,advisorradio,financial advisor,mission statement,vision statementEllen Rogin Talks Vision and Mission Statements with Jim NemleyTips for Writing Blog Posts that Attract Clientshttp://www.blogtalkradio.com/horsesmouth/2014/03/18/tips-for-writing-blog-posts-that-attract-clientsBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/18/tips-for-writing-blog-posts-that-attract-clients/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/18/tips-for-writing-blog-posts-that-attract-clientsTue, 18 Mar 2014 16:00:00 GMTEven if you've never considered writing your strong suit, with some pointers you can learn to keep a blog that will catch attention and keep people reading. It's a great way to get your name out there, boost your credibility, and stay top of mind with your clients.
In this edition of AdvisorRadio, Horsesmouth Editor-in-chief Sean Bailey talks with Susan Weiner, CFA, about the keys to writing blog posts that will garner and keep attention.
00:24:00Horsesmouthnohorsesmouth,writing,blogging,marketing,communicationTips for Writing Blog Posts that Attract ClientsMargin Debt Climbs to a New High—Should You Be Concerned?http://www.blogtalkradio.com/horsesmouth/2014/03/14/margin-debt-climbs-to-a-new-highshould-you-be-concernedBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/14/margin-debt-climbs-to-a-new-highshould-you-be-concerned/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/14/margin-debt-climbs-to-a-new-highshould-you-be-concernedFri, 14 Mar 2014 16:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review, including a deeper look at the record level of margin debt, lagging small-business confidence, soft data and credit worries out of China, and next week's Fed meeting.
00:22:00Horsesmouthnohorsesmouth,economy,economic commentary,client communication,financeMargin Debt Climbs to a New High—Should You Be Concerned?How Women Sell Differently: Ellen Rogin Interviews Judy Hobermanhttp://www.blogtalkradio.com/horsesmouth/2014/03/11/how-women-sell-differently-ellen-rogin-interviews-judy-hobermanBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/11/how-women-sell-differently-ellen-rogin-interviews-judy-hoberman/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/11/how-women-sell-differently-ellen-rogin-interviews-judy-hobermanTue, 11 Mar 2014 15:30:00 GMTWhile it's unwise to assume that all women and men pursue selling and react to selling in the same manner, there are significant trends that pertain to each gender. Learning what these trends are can help you as a woman to increase your comfort level and effectiveness with selling, and also as any advisor looking to better understand how to communicate with prospects and clients.
In this AdvisorRadio interview, Ellen Rogin talks with Judy Hoberman of Selling in a Skirt, about how woman approach and respond to selling.
00:33:00Horsesmouthnohorsesmouth,selling,women,financial advisor,financial advisorsHow Women Sell Differently: Ellen Rogin Interviews Judy HobermanRussia, U.S. Investors, and a Global Chess Matchhttp://www.blogtalkradio.com/horsesmouth/2014/03/07/russia-us-investors-and-a-global-chess-matchBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/07/russia-us-investors-and-a-global-chess-match/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/07/russia-us-investors-and-a-global-chess-matchFri, 07 Mar 2014 17:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review of how investors should be eyeing the crisis in Asia, a valuation tool that suggests stocks are undervalued, key economic reports, and a look ahead.
00:22:00Horsesmouthnohorsesmouth,market community,economy,client communication,investingRussia, U.S. Investors, and a Global Chess MatchWhat's Working Now: Ron Kelemenhttp://www.blogtalkradio.com/horsesmouth/2014/03/03/whats-working-now-ron-kelemenBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/03/03/whats-working-now-ron-kelemen/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/03/03/whats-working-now-ron-kelemenMon, 03 Mar 2014 16:30:00 GMTOregon advisor, Ron Kelemen, shares how he turned his book into a "phenomenal marketing tool" and revitalized his practice by taking on a junior advisor.
00:29:00Horsesmouthnohorsesmouth,financial advisor,marketing,junior advisorWhat's Working Now: Ron KelemenStocks Climb to New Highshttp://www.blogtalkradio.com/horsesmouth/2014/02/28/stocks-climb-to-new-highsBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/02/28/stocks-climb-to-new-highs/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/02/28/stocks-climb-to-new-highsFri, 28 Feb 2014 15:30:00 GMT5 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at how consumer confidence is hampering the economy, a contrarian view on the latest in housing prices, and the latest on industry sectors. Plus, is action in Treasuries contradicting the movement in equities?
00:25:00Horsesmouthnohorsesmouth,market commentary,economy,finance,client communicationStocks Climb to New HighsInterview With "In Bed With Wall Street" Author, Larry Doylehttp://www.blogtalkradio.com/horsesmouth/2014/02/25/interview-with-in-bed-with-wall-street-author-larry-doyleBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/02/25/interview-with-in-bed-with-wall-street-author-larry-doyle/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/02/25/interview-with-in-bed-with-wall-street-author-larry-doyleTue, 25 Feb 2014 18:00:00 GMTThe Horsesmouth Book Club's February pick is a new book that alleges, among other things, that FINRA dumped its own $650 million portfolio of auction-rate securities shortly before the market froze in 2008.
Hear author Larry Doyle talk about many of the shocking revelations he uncovered in the process of researching his book in this interview conducted by Sean Bailey, Horsesmouth's Editor-in-Chief.
00:55:00Horsesmouthnohorsesmouth,finance,regulation,financial crisisInterview With "In Bed With Wall Street" Author, Larry DoyleThe Polar Vortex Collides With the U.S. Economyhttp://www.blogtalkradio.com/horsesmouth/2014/02/21/the-polar-vortex-collides-with-the-us-economyBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/02/21/the-polar-vortex-collides-with-the-us-economy/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/02/21/the-polar-vortex-collides-with-the-us-economyFri, 21 Feb 2014 15:30:00 GMTAdvisor TalkingPoints: As you prepare for client interactions, this week's review includes a look at the weather's impact on various economic indicators, jobless claims and the labor market, and a mixed view of the global economy.
00:20:00Horsesmouthnohorsesmouth,market commentary,economy,financeThe Polar Vortex Collides With the U.S. EconomyEllen Rogin Explores Mindset Improvement with Todd Kestinhttp://www.blogtalkradio.com/horsesmouth/2014/02/13/ellen-rogin-explores-mindset-improvement-with-todd-kestinBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/02/13/ellen-rogin-explores-mindset-improvement-with-todd-kestin/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/02/13/ellen-rogin-explores-mindset-improvement-with-todd-kestinThu, 13 Feb 2014 16:30:00 GMTTodd Kestin, mentor and social worker, talks with Ellen Rogin about the importance of paying attention to our attitude and outlook, and making small, but powerful adjustments in how we talk to ourselves. It's often said that the most important battle is the one fought between your ears, and on this episode of AdvisorRadio, Todd and Ellen provide lots of insight about how to win that battle.
00:32:00HorsesmouthnoHorsesmouthEllen Rogin Explores Mindset Improvement with Todd KestinEllen Rogin Interviews Karin Volo on the Power of Engagementhttp://www.blogtalkradio.com/horsesmouth/2014/01/28/ellen-rogin-interviews-karin-volo-on-the-power-of-engagementBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/01/28/ellen-rogin-interviews-karin-volo-on-the-power-of-engagement/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/01/28/ellen-rogin-interviews-karin-volo-on-the-power-of-engagementTue, 28 Jan 2014 15:00:00 GMT70% of American workers are disengaged with their jobs, according to a recent Gallup poll. They're bored, disinterested, and apathetic about what they do. If you suspect that you or anyone on your team has fallen into such a rut, then engagement is the key to turning your office culture around.
In this AdvisorRadio interview, Ellen Rogin talks with Karin Volo, self-proclaimed Chief Joy Officer, about her inspirational story and how it led her to studying engagement. Karin's insights can be put to use in turning any office's culture around, from one of boredom and distraction, to one of passion and fulfillment.
00:32:00Horsesmouthnohorsesmouth,engagement,motivationEllen Rogin Interviews Karin Volo on the Power of EngagementTaper Fodder: Why the December Employment Report May Be an Outlierhttp://www.blogtalkradio.com/horsesmouth/2014/01/17/taper-fodder-why-the-december-employment-report-may-be-an-outlierBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/01/17/taper-fodder-why-the-december-employment-report-may-be-an-outlier/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/01/17/taper-fodder-why-the-december-employment-report-may-be-an-outlierFri, 17 Jan 2014 15:30:00 GMT4 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at last week's lackluster employment report, action in intermediate Treasuries, and the picture ahead.
00:18:00Horsesmouthnomarket commentary,finance,economy,horesmouthTaper Fodder: Why the December Employment Report May Be an OutlierFlip Your Sales Process: Ellen Rogin Interviews Lisa Mininnihttp://www.blogtalkradio.com/horsesmouth/2014/01/16/flip-your-sales-process-ellen-rogin-interviews-lisa-mininniBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/01/16/flip-your-sales-process-ellen-rogin-interviews-lisa-mininni/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/01/16/flip-your-sales-process-ellen-rogin-interviews-lisa-mininniThu, 16 Jan 2014 17:00:00 GMTMany advisors are stuck in an outdated sales paradigm, argues author and business mentor Lisa Mininni in this interview hosted by Ellen Rogin. Instead of using traditional "push" techniques that make you come off as salesy, you should be focusing on relationship building strategies that make prospects come to you. Lisa discusses these techniques and more in this edition of AdvisorRadio.
00:33:00Horsesmouthnohorsesmouth,selling,sales,marketing,relationshipsFlip Your Sales Process: Ellen Rogin Interviews Lisa MininniQ4 Earnings: What's Expected, What to Look Out Forhttp://www.blogtalkradio.com/horsesmouth/2014/01/10/q4-earnings-whats-expected-what-to-look-out-forBusinesshttp://www.blogtalkradio.com/horsesmouth/2014/01/10/q4-earnings-whats-expected-what-to-look-out-for/#commentshttp://www.blogtalkradio.com/horsesmouth/2014/01/10/q4-earnings-whats-expected-what-to-look-out-forFri, 10 Jan 2014 17:00:00 GMT5 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a detailed look at the upcoming earnings season, the declining velocity of money and its possible economic impact, the latest on employment, a review of overseas action, and more.
00:18:00Horsesmouthnohorsesmouth,economic commentary,finance,economyQ4 Earnings: What's Expected, What to Look Out ForEmployment and the Fed, the Budget, Oil, and Charlie Brownhttp://www.blogtalkradio.com/horsesmouth/2013/12/13/employment-and-the-fed-the-budget-oil-and-charlie-brownBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/12/13/employment-and-the-fed-the-budget-oil-and-charlie-brown/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/12/13/employment-and-the-fed-the-budget-oil-and-charlie-brownFri, 13 Dec 2013 17:00:00 GMT4 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at last week's labor report and its possible impact on Fed decision making, the budget deal, and the oil boom.
00:27:00Horsesmouthnohorsesmouth,market commentary,economyEmployment and the Fed, the Budget, Oil, and Charlie BrownStocks: Gearing Up for a Bright 2014http://www.blogtalkradio.com/horsesmouth/2013/12/06/stocks-gearing-up-for-a-bright-2014Businesshttp://www.blogtalkradio.com/horsesmouth/2013/12/06/stocks-gearing-up-for-a-bright-2014/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/12/06/stocks-gearing-up-for-a-bright-2014Fri, 06 Dec 2013 15:30:00 GMT6 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at the latest bullish indicator, ISM indexes that signal modest growth is on tap, Black Friday sales, and the upward revision to GDP.
00:23:00Horsesmouthnohorsesmouth,market commentary,financial markets,economyStocks: Gearing Up for a Bright 2014Boosting Employee Engagement--Ellen Rogin Talks with Meredith Elliott Powellhttp://www.blogtalkradio.com/horsesmouth/2013/11/19/boosting-employee-engagement-ellen-rogin-talks-with-meredith-elliott-powellBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/11/19/boosting-employee-engagement-ellen-rogin-talks-with-meredith-elliott-powell/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/11/19/boosting-employee-engagement-ellen-rogin-talks-with-meredith-elliott-powellTue, 19 Nov 2013 16:30:00 GMT70% of employees feel disengaged on the job--uninterested in what they are doing and uninspired to do their core tasks, let alone excel. This kind of disengagement on your team may be sapping your practice's efficiency, damaging your client relationships, and keeping you from delivering the kind of service that creates client loyalty and advocates.
On this episode of AdvisorRadio, Ellen Rogin talks with Meredith Elliott Powell, author of "Winning in the Trust and Value Economy," about how to turn around employee disengagement and cultivate the kind of team that inspires itself to achieve. Lots of advisors grouse about underperforming teams, but few take the steps to turn things around--the tips in this episode can help.
00:31:00Horsesmouthnohorsesmouth,financial advisor,team management,leadershipBoosting Employee Engagement--Ellen Rogin Talks with Meredith Elliott PowellWhat Successful Advisory Firms Do--Ellen Rogin Interviews Brett Davidsonhttp://www.blogtalkradio.com/horsesmouth/2013/11/18/what-successful-advisory-firms-do-ellen-rogin-interviews-brett-davidsonBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/11/18/what-successful-advisory-firms-do-ellen-rogin-interviews-brett-davidson/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/11/18/what-successful-advisory-firms-do-ellen-rogin-interviews-brett-davidsonMon, 18 Nov 2013 16:00:00 GMTJust what separates the top financial advisory firms apart from the rest of the pack? What specific things do they do that give them the edge over their competition?
In this AdvisorRadio interview, Ellen Rogin talks with FP Advance chief exec, Brett Davidson, about what advisors and their teams can do to improve their businesses, while often at the same time simplifying workflow and reducing stress.
00:33:00Horsesmouthnohorsesmouth,financial advisorWhat Successful Advisory Firms Do--Ellen Rogin Interviews Brett DavidsonAre the Bears Set to Growl? – A Case for a Correctionhttp://www.blogtalkradio.com/horsesmouth/2013/11/14/are-the-bears-set-to-growl-a-case-for-a-correctionFinancehttp://www.blogtalkradio.com/horsesmouth/2013/11/14/are-the-bears-set-to-growl-a-case-for-a-correction/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/11/14/are-the-bears-set-to-growl-a-case-for-a-correctionThu, 14 Nov 2013 20:00:00 GMT6 Advisor Talking Points: As you prepare for client interactions, this week’s review includes a look at the bearish case for stocks, Janet Yellen’s testimony Capitol Hill, the relatively robust jobs’ report, and emerging market woes.00:25:00Horsesmouthnohorsesmouth,financial advisor,financial advser,market commentary,financeAre the Bears Set to Growl? – A Case for a CorrectionTrick or Treat: Bulls Revel in Treatshttp://www.blogtalkradio.com/horsesmouth/2013/11/01/atp-10-31-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/11/01/atp-10-31-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/11/01/atp-10-31-13Fri, 01 Nov 2013 14:30:00 GMT6 Advisor TalkingPoints: Prepare for client interactions with this week's review including a look at Wednesday's Fed meeting, the outlook for a Fed taper, a contrarian view, a 2014 economic pickup, and the latest deluge of economic reports.00:23:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeTrick or Treat: Bulls Revel in TreatsFinding Focus: Ellen Rogin Interviews Tina Dietzhttp://www.blogtalkradio.com/horsesmouth/2013/10/28/finding-focus-ellen-rogin-interviews-tina-dietzBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/10/28/finding-focus-ellen-rogin-interviews-tina-dietz/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/10/28/finding-focus-ellen-rogin-interviews-tina-dietzMon, 28 Oct 2013 19:00:00 GMT Goals, dreams, plans...they're all great, because having them means that you have the ambition and drive to achieve great things. But all the things you want to accomplish will elude you if you don't find a way to gain focus in your day-to-day life. In this AdvisorRadio interview, Ellen Rogin talks with business development expert Tina Dietz about ways to find focus every day, including her success trifecta.00:31:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,business development,focusFinding Focus: Ellen Rogin Interviews Tina DietzBulls are Back in the Saddle Againhttp://www.blogtalkradio.com/horsesmouth/2013/10/24/bulls-are-back-in-the-saddle-againFinancehttp://www.blogtalkradio.com/horsesmouth/2013/10/24/bulls-are-back-in-the-saddle-again/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/10/24/bulls-are-back-in-the-saddle-againThu, 24 Oct 2013 16:00:00 GMTAdvisor Talking Points: As you prepare for client interactions, this week’s review includes an examination of the latest payrolls numbers, lending doldrums, outperformance in rate-sensitive groups, the latest in earnings and the drop in oil prices.00:27:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeBulls are Back in the Saddle AgainDebt Ceiling Deal: Signed, Sealed, and Delivered http://www.blogtalkradio.com/horsesmouth/2013/10/18/debt-ceiling-deal-signed-sealed-and-deliveredFinancehttp://www.blogtalkradio.com/horsesmouth/2013/10/18/debt-ceiling-deal-signed-sealed-and-delivered/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/10/18/debt-ceiling-deal-signed-sealed-and-deliveredFri, 18 Oct 2013 16:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's review, including a look at the deal to reopen the government and avoid the debt ceiling, the impact of the DC drama on various asset classes, what-if scenarios, the potential impact on the economy, and a synopsis of Q3 earnings.00:16:00Horsesmouthnohorsesmouth,financial advisor,financial advser,market commentary,financeDebt Ceiling Deal: Signed, Sealed, and Delivered Sword of Damocles: Debt Ceiling Countdownhttp://www.blogtalkradio.com/horsesmouth/2013/10/14/sword-of-damocles-debt-ceiling-countdownFinancehttp://www.blogtalkradio.com/horsesmouth/2013/10/14/sword-of-damocles-debt-ceiling-countdown/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/10/14/sword-of-damocles-debt-ceiling-countdownMon, 14 Oct 2013 16:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's survey including a look at the political acrimony and risk indicators reacting to a possible debt limit breach, Janet Yellen's nomination to lead the Fed, the FOMC minutes and possibility of a 2013 taper, and the difficult task of communicating a cumbersome Fed policy to the public.00:22:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,investingSword of Damocles: Debt Ceiling CountdownGovernment Shutdown Adds to the Uncertaintyhttp://www.blogtalkradio.com/horsesmouth/2013/10/04/atp-10-4-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/10/04/atp-10-4-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/10/04/atp-10-4-13Fri, 04 Oct 2013 14:30:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's survey, including a look at past government shutdowns and their effect on stocks, the potential impact of a debt ceiling breach, and a broader view of the economy and international events.00:23:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financialGovernment Shutdown Adds to the UncertaintyFiscal Fatiguehttp://www.blogtalkradio.com/horsesmouth/2013/09/27/advisor-talkingpoints-with-charles-sherry-9-27-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/09/27/advisor-talkingpoints-with-charles-sherry-9-27-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/09/27/advisor-talkingpoints-with-charles-sherry-9-27-13Fri, 27 Sep 2013 15:00:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's survey examining the ongoing drama in Washington, the upcoming earnings season, the impact of rising rates on housing, and next week's jobs report.00:22:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,finance,market commentaryFiscal FatigueThe Fed, QE, and the Hotel Californiahttp://www.blogtalkradio.com/horsesmouth/2013/09/20/advisor-talkingpoints-with-charles-sherry-9-20-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/09/20/advisor-talkingpoints-with-charles-sherry-9-20-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/09/20/advisor-talkingpoints-with-charles-sherry-9-20-13Fri, 20 Sep 2013 14:30:00 GMTAdvisor Talking Points: Prepare for client interactions with this week's survey examining the surprising decision not to taper, QE's impact on a couple of key asset classes, a still-reluctant consumer, and a shake-up in the race for the Fed chief. Plus, a sneak peek at the ongoing budget negotiations and the upcoming German election.00:27:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeThe Fed, QE, and the Hotel CaliforniaAttention Centers on Syria, Housinghttp://www.blogtalkradio.com/horsesmouth/2013/08/30/atp-8-30-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/08/30/atp-8-30-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/30/atp-8-30-13Fri, 30 Aug 2013 14:30:00 GMTAdvisor TalkingPoints: This week's overview examines the mixed housing data, the growing conflict in Syria, September troubles in the market, emerging market woes, and the upcoming labor report—all helpful and relevant for client conversations.00:18:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeAttention Centers on Syria, HousingKeys to Healthy Living: Ellen Rogin Talks with Dr. Alschulerhttp://www.blogtalkradio.com/horsesmouth/2013/08/26/keys-to-healthy-living-ellen-rogin-talks-with-dr-alschulerBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/08/26/keys-to-healthy-living-ellen-rogin-talks-with-dr-alschuler/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/26/keys-to-healthy-living-ellen-rogin-talks-with-dr-alschulerMon, 26 Aug 2013 16:00:00 GMT
Too busy to exercise and eat healthy? If you live a hectic lifestyle, your brain will more efficiently handle the flurry of activity if you set aside time regularly to improve your health. If you "don't have the time," then it's even more important to make it.
On this episode of AdvisorRadio, Ellen Rogin chats with Naturopathic Doctor & Naturopathic Oncologist Lise Alschuler about the most productive ways you can enhance the level of your health and reap the rewards in clarity of thinking and energy by doing so.
00:29:00Horsesmouthnohorsesmouth,financial advisor,financial advser,health,fitnessKeys to Healthy Living: Ellen Rogin Talks with Dr. AlschulerFed's Continued Debate Damages Bonds, Emerging Markets http://www.blogtalkradio.com/horsesmouth/2013/08/23/advisor-talkingpoints-with-charles-sherry-8-23-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/08/23/advisor-talkingpoints-with-charles-sherry-8-23-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/23/advisor-talkingpoints-with-charles-sherry-8-23-13Fri, 23 Aug 2013 14:30:00 GMTAdvisor TalkingPoints: Prepare for client interactions with this week's survey examining the FOMC minutes, damage in bonds and rate-sensitive issues, Fed-inspired bubbles, housing, global improvement, and weakness in emerging markets.00:23:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeFed's Continued Debate Damages Bonds, Emerging Markets Advisor TalkingPoints: Summer Thunderstorms Gather http://www.blogtalkradio.com/horsesmouth/2013/08/16/advisor-talkingpoints-with-charles-sherry-8-16-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/08/16/advisor-talkingpoints-with-charles-sherry-8-16-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/16/advisor-talkingpoints-with-charles-sherry-8-16-13Fri, 16 Aug 2013 14:30:00 GMTPrepare for client interactions with this week's survey, including the latest on consumer spending, the labor market, and the VIX and the end of the eurozone recession—and what that may mean to investors.00:16:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeAdvisor TalkingPoints: Summer Thunderstorms Gather Growing Your Business: Ellen Rogin Interviews Bev Flaxingtonhttp://www.blogtalkradio.com/horsesmouth/2013/08/13/bev-flaxingtonBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/08/13/bev-flaxington/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/13/bev-flaxingtonTue, 13 Aug 2013 15:00:00 GMT Week in and out you plan the growth of clients' nest-eggs, but how often do you take the time to plan the growth of your own practice? Beverly Flaxington, a marketing and sales expert and consultant, has been in the investment industry for over 25 years, and she has experienced first hand how little advisors plan for themselves. In this discussion with Ellen Rogin, she provides various action steps advisors can take to get proactive about building their books.00:34:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,practice management,business developmentGrowing Your Business: Ellen Rogin Interviews Bev FlaxingtonEllen Rogin Explores Success Rituals with Shawn Greenehttp://www.blogtalkradio.com/horsesmouth/2013/08/06/ellen-rogin-talks-with-shawn-greeneBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/08/06/ellen-rogin-talks-with-shawn-greene/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/06/ellen-rogin-talks-with-shawn-greeneTue, 06 Aug 2013 16:00:00 GMT Many high-performing advisors credit the success rituals they do day-in and out for keeping them on track in their lives and businesses. When understood and utilized, rituals can have a profound impact on your life and what you're able to accomplish. In this edition of AdvisorRadio, Ellen Rogin talks with Shawn Greene, author of the report, "Ritual: How the Magic of Habit Fuels Daily Success," about what success rituals are and how you can put them to work in your own life. 00:31:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,cold calling,prospectingEllen Rogin Explores Success Rituals with Shawn GreeneA Reassuring Fed Leads to New Highshttp://www.blogtalkradio.com/horsesmouth/2013/08/02/advisor-talkingpoints-with-charles-sherry-8-2-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/08/02/advisor-talkingpoints-with-charles-sherry-8-2-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/08/02/advisor-talkingpoints-with-charles-sherry-8-2-13Fri, 02 Aug 2013 14:30:00 GMT5 Advisor TalkingPoints: Prepare for client interactions with this week's survey, including an examination of the rally, the Fed's latest meeting, the initial read on Q2 GDP, and data that suggests a rebound in manufacturing.00:32:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeA Reassuring Fed Leads to New HighsSummertime Lull and Profit-Takinghttp://www.blogtalkradio.com/horsesmouth/2013/07/26/advisor-talkingpoints-with-charles-sherry-7-26-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/07/26/advisor-talkingpoints-with-charles-sherry-7-26-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/07/26/advisor-talkingpoints-with-charles-sherry-7-26-13Fri, 26 Jul 2013 14:30:00 GMT6 Advisor TalkingPoints: Prepare for client interactions with this week's survey including a look at earnings, the spike in oil prices, housing, encouraging news from Europe, and the upcoming labor report.00:21:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeSummertime Lull and Profit-TakingWaking Up Inspired With Ellen Rogin and Marian Bakerhttp://www.blogtalkradio.com/horsesmouth/2013/07/23/ellen-rogin-and-marian-bakerBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/07/23/ellen-rogin-and-marian-baker/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/07/23/ellen-rogin-and-marian-bakerTue, 23 Jul 2013 15:00:00 GMT If your work/life routine has become monotonous and the energy you once had has gone stale, you need to step back and re-evaluate the mindset you are bringing into each day. Marian Baker is a coach who specializes in promoting inspiration, and in this interview with Ellen Rogin, she talks about the importance of feeling inspired and how you can break free from routines which have dulled your spirit.00:41:00Horsesmouthnohorsesmouth,financial advisor,advisor,practice management,inspirationWaking Up Inspired With Ellen Rogin and Marian BakerThrough a Slightly More Dovish Prism, Bernanke Repeats Themehttp://www.blogtalkradio.com/horsesmouth/2013/07/19/advisor-talkingpoints-with-charles-sherry-7-19-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/07/19/advisor-talkingpoints-with-charles-sherry-7-19-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/07/19/advisor-talkingpoints-with-charles-sherry-7-19-13Fri, 19 Jul 2013 14:30:00 GMT7 Advisor Talking Points: Prepare for client interactions with this week's survey examining some of the meaning behind Bernanke's Congressional testimony, recent soft data points, retail sales, housing, China, and earnings season.00:20:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,financeThrough a Slightly More Dovish Prism, Bernanke Repeats ThemeCoach's Corner: How to Get Motivated to Grow Your Practicehttp://www.blogtalkradio.com/horsesmouth/2013/07/15/coachs-corner-7-15-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/07/15/coachs-corner-7-15-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/07/15/coachs-corner-7-15-13Mon, 15 Jul 2013 14:00:00 GMTGoals are a must for growing your business, but you also must possess the sense of self-worth and confidence to see those goals through. On this edition of Coach's Corner, Jim Rohrbach answers advisor-submitted questions about getting motivated, how to meet with prospects, encouraging referrals, networking, and more.00:51:00Horsesmouthnohorsesmouth,financial advisor,advisor,practice management,motivatonCoach's Corner: How to Get Motivated to Grow Your Practice8 Key Talking Points: Equities regain their footinghttp://www.blogtalkradio.com/horsesmouth/2013/07/11/advisor-talkingpoints-with-charles-sherry-7-11-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/07/11/advisor-talkingpoints-with-charles-sherry-7-11-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/07/11/advisor-talkingpoints-with-charles-sherry-7-11-13Thu, 11 Jul 2013 18:00:00 GMTAs you prepare for client interactions, this week’s survey of the landscape examines surprisingly dovish comments from Bernanke, a less-than-encouraging look at the jobs report, blood-letting in the bond market, unprecedented ECB action, and upcoming earnings.00:28:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,finance8 Key Talking Points: Equities regain their footingEllen Rogin Talks Referrals with Matt Andersonhttp://www.blogtalkradio.com/horsesmouth/2013/07/09/ellen-rogin-and-matt-andersonBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/07/09/ellen-rogin-and-matt-anderson/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/07/09/ellen-rogin-and-matt-andersonTue, 09 Jul 2013 14:00:00 GMTWhat is the biggest obstacle that gets in the way of advisors asking for referrals? Ellen Rogin discusses this question and more with the Referral Authority's Matt Anderson, including how much you should rely on social media, how introverts should approach referrals, and what elements need to be in place to make referral-requests more likely to succeed.00:38:00Horsesmouthnohorsesmouth,financial advisor,advisor,referrals,prospectingEllen Rogin Talks Referrals with Matt AndersonAdvisor TalkingPoints: Fed Shifts Into Damage Controlhttp://www.blogtalkradio.com/horsesmouth/2013/06/27/advisor-talkingpoints-with-charles-sherry-6-27-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/06/27/advisor-talkingpoints-with-charles-sherry-6-27-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/27/advisor-talkingpoints-with-charles-sherry-6-27-13Thu, 27 Jun 2013 17:00:00 GMTPrepare for client interactions with this week's survey examining the parade of Fed speakers, another view of the jump in yields, strength in housing, the slump in precious metals, and China's recent impact on trading.00:23:00HorsesmouthnoHorsesmouth,financial advisor,advisor,market commentary,financeAdvisor TalkingPoints: Fed Shifts Into Damage ControlCoach's Corner: How to Set Goals, Acquire Focus, and Morehttp://www.blogtalkradio.com/horsesmouth/2013/06/24/coachs-cornerBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/06/24/coachs-corner/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/24/coachs-cornerMon, 24 Jun 2013 14:00:00 GMTOn this edition of AdvisorRadio's Coach's Corner, Success Skills coach Jim Rohrbach answers questions sent in by advisors, including how to approach goals, how to deal with sales shame, acquiring focus, and how best to find a coach that fits your needs. 00:42:00Horsesmouthnohorsesmouth,financial advisor,advisor,motivation,practice managementCoach's Corner: How to Set Goals, Acquire Focus, and MoreAdvisor TalkingPoints: Fed's Taper Two-Step Whacks Market http://www.blogtalkradio.com/horsesmouth/2013/06/21/advisor-talkingpoints-with-charles-sherry-6-21-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/06/21/advisor-talkingpoints-with-charles-sherry-6-21-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/21/advisor-talkingpoints-with-charles-sherry-6-21-13Fri, 21 Jun 2013 14:30:00 GMTPrepare for client interactions with this week's survey examining the Fed meeting and the sell-off in stocks and bonds, a view of the labor market and its impact on Fed policy, recent bond performance, the good news in housing, and another warning from China.00:30:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,financeAdvisor TalkingPoints: Fed's Taper Two-Step Whacks Market Unsettling Taper Talkhttp://www.blogtalkradio.com/horsesmouth/2013/06/14/advisor-talkingpoints-with-charles-sherry-6-14-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/06/14/advisor-talkingpoints-with-charles-sherry-6-14-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/14/advisor-talkingpoints-with-charles-sherry-6-14-13Fri, 14 Jun 2013 14:30:00 GMTPrepare for client interactions with this week's survey, which includes a look at the labor report and how it relates to Fed policy, waning inflation expectations, the global bond sell-off, emerging-market difficulties, the yen-stock relationship, and the upcoming Fed meeting.00:24:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,financeUnsettling Taper TalkUsing Business Golf to Grow Your Businesshttp://www.blogtalkradio.com/horsesmouth/2013/06/13/advisor-golfBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/06/13/advisor-golf/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/13/advisor-golfThu, 13 Jun 2013 17:00:00 GMT Suzanne Woo, business golf coach and author, calls golf an "x-ray of the soul," and encourages advisors to use it to connect with and even vet potential clients. What if you're not very good at golf? What's the etiquette you need to follow? How do you make sure your prospect has a good time? Suzanne answers these questions and provides many tips on making business golf work for you in this discussion with Horsesmouth Editor-in-chief, Sean Bailey.00:42:00Horsesmouthnohorsesmouth,financial advisor,advisor,business golf,golfUsing Business Golf to Grow Your BusinessMarketing Clinic: Answering "I already have an advisor"http://www.blogtalkradio.com/horsesmouth/2013/06/11/marketing-clinic-advisor-radioBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/06/11/marketing-clinic-advisor-radio/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/11/marketing-clinic-advisor-radioTue, 11 Jun 2013 17:00:00 GMTAnswering this classic objection starts off the discussion on this week's Marketing Clinic with Wendi Webb, director of the Advisor/Client marketing program, and Sean Bailey, Horsesmouth Editor-in-chief.00:29:00HorsesmouthnoHorsesmouth,financial advisor,advisor,marketing,practice managementMarketing Clinic: Answering "I already have an advisor"Advisor TalkingPoints: Interest Rate Watchhttp://www.blogtalkradio.com/horsesmouth/2013/06/07/advisor-talkingpoints-with-charles-sherry-6-7-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/06/07/advisor-talkingpoints-with-charles-sherry-6-7-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/07/advisor-talkingpoints-with-charles-sherry-6-7-13Fri, 07 Jun 2013 14:30:00 GMTThis week's TalkingPoints with Charles Sherry include a look at interest rates, Q2 earnings, Japan, Europe, and a peek ahead at key events that could influence the portfolios you manage.00:29:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,marketsAdvisor TalkingPoints: Interest Rate WatchFuturism: What it is and How it can Enhance Your Practicehttp://www.blogtalkradio.com/horsesmouth/2013/06/06/bob-chernow-interviewBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/06/06/bob-chernow-interview/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/06/bob-chernow-interviewThu, 06 Jun 2013 16:00:00 GMTBob Chernow, vice-chairman of the World Future Society and veteran advisor, talks with Sean Bailey, Horsesmouth's Editor-in-chief, about what Futurism is, some of its methods, and why it's a valuable approach for advisors to pay attention to.00:56:00Horsesmouthnohorsesmouth,financial advisor,futurism,trends,technologyFuturism: What it is and How it can Enhance Your PracticeHosting a COI Roundtable on the Marketing Clinichttp://www.blogtalkradio.com/horsesmouth/2013/06/04/marketing-clinic-advisor-radio-6-4-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/06/04/marketing-clinic-advisor-radio-6-4-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/04/marketing-clinic-advisor-radio-6-4-13Tue, 04 Jun 2013 17:00:00 GMT On this episode of AdvisorRadio's Marketing Clinic, Wendi Webb, director of the Advisor/Client marketing program, talks with Horsesmouth's Editor-in-chief, Sean Bailey, about her COI Roundtable campaign for forming connections with CPAs and other professionals, along with answering questions advisors have asked about the campaign, such as what to do about competitors. 00:41:00Horsesmouthnohorsesmouth,financial advisor,advisor,marketing,practice managementHosting a COI Roundtable on the Marketing ClinicEllen Rogin Talks Caregiving with Denise Brownhttp://www.blogtalkradio.com/horsesmouth/2013/06/03/ellen-rogin-talks-with-denise-brownBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/06/03/ellen-rogin-talks-with-denise-brown/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/06/03/ellen-rogin-talks-with-denise-brownMon, 03 Jun 2013 15:00:00 GMT 40% of American adults take care of someone, and the number of caregivers is only going to grow. This is a topic which can really resonate with clients, and it's also a great opportunity for you to provide value. In this episode of AdvisorRadio, Ellen Rogin is joined by Denise Brown who sorts through many of the demanding and emotional issues involved with caregiving. 00:30:00Horsesmouthnohorsesmouth,financial advisor,advisor,care giving,financial adviserEllen Rogin Talks Caregiving with Denise BrownAdvisor TalkingPoints with Charles Sherry 5-31-13http://www.blogtalkradio.com/horsesmouth/2013/05/31/advisor-talkingpoints-with-charles-sherry-5-31-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/05/31/advisor-talkingpoints-with-charles-sherry-5-31-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/31/advisor-talkingpoints-with-charles-sherry-5-31-13Fri, 31 May 2013 14:30:00 GMTPrepare for client interactions with this week's survey examining the Street's focus on QE and the jump in bond yields, sector rotation, and rising home prices. Plus a look ahead at key events that could influence the portfolios you manage.00:18:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,marketsAdvisor TalkingPoints with Charles Sherry 5-31-13Ellen Rogin Discusses How to Publish a Book with Karen Rowehttp://www.blogtalkradio.com/horsesmouth/2013/05/29/ellen-rogin-discusses-how-to-publish-a-book-with-karen-roweFinancehttp://www.blogtalkradio.com/horsesmouth/2013/05/29/ellen-rogin-discusses-how-to-publish-a-book-with-karen-rowe/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/29/ellen-rogin-discusses-how-to-publish-a-book-with-karen-roweWed, 29 May 2013 14:30:00 GMTWriting a book is a powerful way to establish yourself as an expert in the eyes of your clients and prospects, to open the door for speaking opportunities, and just to get your name out there in general, but there is more to the process than you may think. Writing the book is just the beginning as Karen Rowe, book strategist and ghost writer, explains in this discussion with Ellen Rogin on the steps needed to publish a book.00:32:00Horsesmouthnohorsesmouth,financial advisor,advisor,marketing,publishingEllen Rogin Discusses How to Publish a Book with Karen RoweAdvisor TalkingPoints with Charles Sherry 5-23-13http://www.blogtalkradio.com/horsesmouth/2013/05/23/advisor-talkingpoints-with-charles-sherry-5-23-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/05/23/advisor-talkingpoints-with-charles-sherry-5-23-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/23/advisor-talkingpoints-with-charles-sherry-5-23-13Thu, 23 May 2013 18:00:00 GMTThis week's TalkingPoints cover the plethora of policy options Bernanke seemed to advance, an early look at Q2 earnings, the global outlook, and more.00:16:00Horsesmouthnohorsesmouth,financial advisor,advisor,finance,market commentaryAdvisor TalkingPoints with Charles Sherry 5-23-13Advisor TalkingPoints with Charles Sherry 5-17-13http://www.blogtalkradio.com/horsesmouth/2013/05/17/advisor-talkingpoints-with-charles-sherry-5-17-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/05/17/advisor-talkingpoints-with-charles-sherry-5-17-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/17/advisor-talkingpoints-with-charles-sherry-5-17-13Fri, 17 May 2013 15:30:00 GMTA summary of what's driving stocks, mixed economic data, a fast-falling deficit, and the latest report on the nation's oil gusher are all topics of discussion on this week's Advisor TalkingPoints with Charles Sherry, M.Sc. and Sean Bailey, Editor-in-Chief of Horsesmouth.00:22:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,financeAdvisor TalkingPoints with Charles Sherry 5-17-13How to Get Butts in Chairs on AdvisorRadio Marketing Clinichttp://www.blogtalkradio.com/horsesmouth/2013/05/14/marketing-clinicBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/05/14/marketing-clinic/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/14/marketing-clinicTue, 14 May 2013 17:00:00 GMTHow to get butts in chairs, handling retirement concerns from clients and prospects, and answering, "What do you do?" are three issues tackled on this week's Marketing Clinic with Wendi Webb, director of the Advisor/Client marketing program, and Sean Bailey, Horsesmouth Editor-in-Chief.00:18:00Horsesmouthnohorsesmouth,marketing,financial advisor,advisor,prospectingHow to Get Butts in Chairs on AdvisorRadio Marketing ClinicAdvisor TalkingPoints with Charles Sherry 5-10-13http://www.blogtalkradio.com/horsesmouth/2013/05/10/advisor-talkingpoints-with-charles-sherry-5-10-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/05/10/advisor-talkingpoints-with-charles-sherry-5-10-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/10/advisor-talkingpoints-with-charles-sherry-5-10-13Fri, 10 May 2013 14:30:00 GMTCharles Sherry, M.Sc., joins Horsesmouth Editor-in-Chief, Sean Bailey, to discuss the salient talking points from this week, including a look at "Sell in May and go away," recent market performance, and the continued interest in junk bonds.00:18:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,advisor,market commentaryAdvisor TalkingPoints with Charles Sherry 5-10-13Discovering Your Clients' Passions on the Marketing Clinichttp://www.blogtalkradio.com/horsesmouth/2013/05/07/advisorradio-marketing-clinicBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/05/07/advisorradio-marketing-clinic/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/07/advisorradio-marketing-clinicTue, 07 May 2013 17:00:00 GMTHow to discover the passions and hobbies of clients and prospects starts the discussion on this edition of AdvisorRadio's Marketing Clinic.00:25:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,advisor,marketingDiscovering Your Clients' Passions on the Marketing ClinicAdvisor TalkingPoints with Charles Sherry 5-3-13http://www.blogtalkradio.com/horsesmouth/2013/05/03/advisor-talkingpoints-with-charles-sherry-5-3-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/05/03/advisor-talkingpoints-with-charles-sherry-5-3-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/05/03/advisor-talkingpoints-with-charles-sherry-5-3-13Fri, 03 May 2013 14:30:00 GMTCharles Sherry, author of the Advisor TalkingPoints column, shares his latest snapshot of the economy.00:26:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,adviser,market commentaryAdvisor TalkingPoints with Charles Sherry 5-3-13Talking About "Beyond Referrals" with Author, Bill Cateshttp://www.blogtalkradio.com/horsesmouth/2013/04/29/talking-about-beyond-referrals-with-author-bill-catesBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/04/29/talking-about-beyond-referrals-with-author-bill-cates/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/29/talking-about-beyond-referrals-with-author-bill-catesMon, 29 Apr 2013 20:00:00 GMT How to use introductions in your referral process, following up with prospects without appearing pushy, and the importance of getting systematic with how you approach referrals are just a few of the topics covered in our conversation with Bill Cates, president of Referral Coach International, about his latest book, "Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients."00:32:00Horsesmouthnohorsesmouth,financial advisor,advisor,prospecting,referralsTalking About "Beyond Referrals" with Author, Bill CatesAdvisor TalkingPoints with Charles Sherry 4-26-13http://www.blogtalkradio.com/horsesmouth/2013/04/26/advisor-talkingpoints-with-charles-sherry-4-26-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/04/26/advisor-talkingpoints-with-charles-sherry-4-26-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/26/advisor-talkingpoints-with-charles-sherry-4-26-13Fri, 26 Apr 2013 14:30:00 GMTCharles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy--this week's survey examining Q1 earnings, the latest talk regarding deflation, misconceptions about Fed policy, and more.00:26:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,advisor,economyAdvisor TalkingPoints with Charles Sherry 4-26-13Looking Beyond Boomers on the Marketing Clinichttp://www.blogtalkradio.com/horsesmouth/2013/04/24/marketing-clinicBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/04/24/marketing-clinic/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/24/marketing-clinicWed, 24 Apr 2013 17:00:00 GMT How do you reach the generation after the Boomers? What's a good way to form connections with successful professional women? How do you increase webinar attendance? This week's Marketing Clinic tackles these advisor questions and more.00:46:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,adviser,marketingLooking Beyond Boomers on the Marketing ClinicPressing Advisor Questions Answered on the Marketing Clinichttp://www.blogtalkradio.com/horsesmouth/2013/04/17/advisorradio-marketing-clinicBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/04/17/advisorradio-marketing-clinic/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/17/advisorradio-marketing-clinicWed, 17 Apr 2013 17:00:00 GMT How often should you send clients newsletters and articles? What about Facebook and LinkedIn? How do I approach fellow nonprofit board members? How do I market myself as a CFP? These questions and more answered on Marketing Clinic.00:48:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,advisor,marketingPressing Advisor Questions Answered on the Marketing ClinicAdvisor TalkingPoints with Charles Sherry 4-12-13http://www.blogtalkradio.com/horsesmouth/2013/04/12/advisor-talkingpoints-with-charles-sherry-4-12-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/04/12/advisor-talkingpoints-with-charles-sherry-4-12-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/12/advisor-talkingpoints-with-charles-sherry-4-12-13Fri, 12 Apr 2013 14:30:00 GMTCharles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy.00:24:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,market commentary,economyAdvisor TalkingPoints with Charles Sherry 4-12-13Ellen Rogin Interviews Shawne Duperon on Media Strategieshttp://www.blogtalkradio.com/horsesmouth/2013/04/09/ellen-rogin-interviews-shawne-duperon-on-media-strategiesBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/04/09/ellen-rogin-interviews-shawne-duperon-on-media-strategies/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/09/ellen-rogin-interviews-shawne-duperon-on-media-strategiesTue, 09 Apr 2013 16:00:00 GMTAre you nervous talking to the media or don't have any idea how to approach them? The media can be a powerful ally for your practice once you master the rules of the game. On this edition of AdvisorRadio, Ellen Rogin discusses these rules and how you can position yourself to win the trust of the media with Shawne Duperon, a networking, media, and gossip expert.00:36:00Horsesmouthnohorsesmouth,financial advisor,financial advser,marketing,mediaEllen Rogin Interviews Shawne Duperon on Media StrategiesAdvisor TalkingPoints with Charles Sherry 4-5-13http://www.blogtalkradio.com/horsesmouth/2013/04/05/advisor-talkingpoints-with-charles-sherry-4-5-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/04/05/advisor-talkingpoints-with-charles-sherry-4-5-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/04/05/advisor-talkingpoints-with-charles-sherry-4-5-13Fri, 05 Apr 2013 14:30:00 GMTCharles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy. 00:19:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,economyAdvisor TalkingPoints with Charles Sherry 4-5-13Advisor TalkingPoints with Charles Sherry 3-28-13http://www.blogtalkradio.com/horsesmouth/2013/03/28/advisor-talkingpoints-with-charles-sherry-3-28-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/03/28/advisor-talkingpoints-with-charles-sherry-3-28-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/03/28/advisor-talkingpoints-with-charles-sherry-3-28-13Thu, 28 Mar 2013 14:30:00 GMTCharles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy. 00:20:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,market commentary,economyAdvisor TalkingPoints with Charles Sherry 3-28-13Advisor TalkingPoints with Charles Sherry 3-22-13http://www.blogtalkradio.com/horsesmouth/2013/03/22/advisor-talkingpoints-with-charles-sherry-3-22-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/03/22/advisor-talkingpoints-with-charles-sherry-3-22-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/03/22/advisor-talkingpoints-with-charles-sherry-3-22-13Fri, 22 Mar 2013 14:30:00 GMTCharles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy. 00:23:00HorsesmouthnoHorsesmouth,financial advisor,advisor,adviser,market commentaryAdvisor TalkingPoints with Charles Sherry 3-22-13Advisor TalkingPoints with Charles Sherry 3-15-13http://www.blogtalkradio.com/horsesmouth/2013/03/15/advisor-talkingpoints-with-charles-sherry-3-15-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/03/15/advisor-talkingpoints-with-charles-sherry-3-15-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/03/15/advisor-talkingpoints-with-charles-sherry-3-15-13Fri, 15 Mar 2013 14:30:00 GMT Charles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy. 00:17:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,market commentary,economyAdvisor TalkingPoints with Charles Sherry 3-15-13Advisor TalkingPoints with Charles Sherry 3-8-13http://www.blogtalkradio.com/horsesmouth/2013/03/08/advisor-talkingpoints-with-charles-sherry-3-8-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/03/08/advisor-talkingpoints-with-charles-sherry-3-8-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/03/08/advisor-talkingpoints-with-charles-sherry-3-8-13Fri, 08 Mar 2013 15:30:00 GMTAdvisorTalking Points with Charles Sherry.00:25:00Horsesmouthnohorsesmouth,financial advisor,financial advisor,market commentary,economyAdvisor TalkingPoints with Charles Sherry 3-8-13Ellen Rogin Talks Advisor Marketing with Maribeth Kuzmeskihttp://www.blogtalkradio.com/horsesmouth/2013/03/04/advisorradioBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/03/04/advisorradio/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/03/04/advisorradioMon, 04 Mar 2013 19:00:00 GMTMaribeth Kuzmeski of Red Zone Marketing discusses with Ellen Rogin where many advisors go wrong in their marketing and what's most important to focus on in your own marketing strategy.00:35:00HorsesmouthnoHorsesmouth,financial advisor,advisor,adviser,financeEllen Rogin Talks Advisor Marketing with Maribeth KuzmeskiAdvisor TalkingPoints with Charles Sherry 3-1-13http://www.blogtalkradio.com/horsesmouth/2013/03/01/advisor-talkingpoints-with-charles-sherry-3-1-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/03/01/advisor-talkingpoints-with-charles-sherry-3-1-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/03/01/advisor-talkingpoints-with-charles-sherry-3-1-13Fri, 01 Mar 2013 15:30:00 GMTAdvisor TalkingPoints with Charles Sherry00:24:00HorsesmouthnoHorsesmouth,financial advisor,advisor,market commentary,economyAdvisor TalkingPoints with Charles Sherry 3-1-13Advisor TalkingPoints with Charles Sherry 2-15-13http://www.blogtalkradio.com/horsesmouth/2013/02/15/advisor-talkingpoints-with-charles-sherry-2-15-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/02/15/advisor-talkingpoints-with-charles-sherry-2-15-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/02/15/advisor-talkingpoints-with-charles-sherry-2-15-13Fri, 15 Feb 2013 15:30:00 GMTCharles Sherry discusses this week's Advisor TalkingPoints with Sean Bailey.00:17:00HorsesmouthnoHorsesmouth,advisor radio,advisor,market commentary,economyAdvisor TalkingPoints with Charles Sherry 2-15-13Advisor TalkingPoints with Charles Sherry 2-8-13http://www.blogtalkradio.com/horsesmouth/2013/02/08/advisor-talkingpoints-with-charles-sherry-2-8-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/02/08/advisor-talkingpoints-with-charles-sherry-2-8-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/02/08/advisor-talkingpoints-with-charles-sherry-2-8-13Fri, 08 Feb 2013 15:30:00 GMTThe latest ISM Manufacturing Index numbers lead the list of this week's Advisor TalkingPoints with Charles Sherry, M.Sc. 00:23:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,economyAdvisor TalkingPoints with Charles Sherry 2-8-13Ellen Rogin Talks 5 Laws of a Go-Giver with Bob Burghttp://www.blogtalkradio.com/horsesmouth/2013/02/05/advisorradio-bob-burg-1Managementhttp://www.blogtalkradio.com/horsesmouth/2013/02/05/advisorradio-bob-burg-1/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/02/05/advisorradio-bob-burg-1Tue, 05 Feb 2013 18:00:00 GMTBob Burg joins Ellen Rogin on AdvisorRadio to talk about the lessons from his book, "The Go-Giver," and how they can help advisors improve their businesses as well as their lives.00:36:00Horsesmouthnohorsesmouth,advisor radio,financial advisor,advisor,successEllen Rogin Talks 5 Laws of a Go-Giver with Bob BurgAdvisor TalkingPoints with Charles Sherry 2-1-13 http://www.blogtalkradio.com/horsesmouth/2013/02/01/2-1-13-advisor-talkingpoints-with-charles-sherryBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/02/01/2-1-13-advisor-talkingpoints-with-charles-sherry/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/02/01/2-1-13-advisor-talkingpoints-with-charles-sherryFri, 01 Feb 2013 15:30:00 GMTCharles Sherry, M.Sc. joins us for his weekly views on what advisors need to pay attention to in the markets and economy, and what clients need to hear.00:18:00HorsesmouthnoHorsesmouth,financial advisor,advisor,market commentary,economyAdvisor TalkingPoints with Charles Sherry 2-1-13 Advisor TalkingPoints with Charles Sherry-1-25-13http://www.blogtalkradio.com/horsesmouth/2013/01/25/advisor-talkingpoints-with-charles-sherry-1-25-13Businesshttp://www.blogtalkradio.com/horsesmouth/2013/01/25/advisor-talkingpoints-with-charles-sherry-1-25-13/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/01/25/advisor-talkingpoints-with-charles-sherry-1-25-13Fri, 25 Jan 2013 15:30:00 GMTCharles Sherry discusses his latest Advisor TalkingPoints.00:20:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,marketsAdvisor TalkingPoints with Charles Sherry-1-25-13Advisor TalkingPoints with Charles Sherry 1-18-13http://www.blogtalkradio.com/horsesmouth/2013/01/18/advisor-talkingpoints-with-charles-sherryBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/01/18/advisor-talkingpoints-with-charles-sherry/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/01/18/advisor-talkingpoints-with-charles-sherryFri, 18 Jan 2013 15:30:00 GMTCharles Sherry returns to talk about what is going on in the markets and economy so that you are armed with information to share with clients.00:25:00Horsesmouthnohorsesmouth,financial advisor,advisor,adviser,market commentaryAdvisor TalkingPoints with Charles Sherry 1-18-13Advisor TalkingPoints with Charles Sherryhttp://www.blogtalkradio.com/horsesmouth/2013/01/16/advisor-talkingpoints-with-charles-sherryBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/01/16/advisor-talkingpoints-with-charles-sherry/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/01/16/advisor-talkingpoints-with-charles-sherryWed, 16 Jan 2013 17:00:00 GMTCharles gives his take on the markets and economy.00:17:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,economyAdvisor TalkingPoints with Charles SherryAdvisor Talking Points with Charles Sherry 1-11-13http://www.blogtalkradio.com/horsesmouth/2013/01/11/advisor-talking-points-with-charles-sherry-mscBusinesshttp://www.blogtalkradio.com/horsesmouth/2013/01/11/advisor-talking-points-with-charles-sherry-msc/#commentshttp://www.blogtalkradio.com/horsesmouth/2013/01/11/advisor-talking-points-with-charles-sherry-mscFri, 11 Jan 2013 16:30:00 GMTCharles Sherry, M.Sc., author of Horsesmouth's weekly Advisor Talking Points feature, joins us to discuss his view of what's happening in the markets and what's important to communicate to clients.00:17:00Horsesmouthnohorsesmouth,financial advisor,advisor,market commentary,client communicationAdvisor Talking Points with Charles Sherry 1-11-13Horsesmouth Rounduphttp://www.blogtalkradio.com/horsesmouth/2011/11/16/horsesmouth-roundtableBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/11/16/horsesmouth-roundtable/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/11/16/horsesmouth-roundtableWed, 16 Nov 2011 18:00:00 GMT The editorial team at Horsesmouth discusses the newest projects going on with the service.00:39:00HorsesmouthnoHorsesmouth,financial advisor,advisor,financial services,practice developmentHorsesmouth RoundupPreparing Clients for Life in Retirementhttp://www.blogtalkradio.com/horsesmouth/2011/07/22/life-in-retirementBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/07/22/life-in-retirement/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/07/22/life-in-retirementFri, 22 Jul 2011 18:00:00 GMT The vague ideas clients have about what their retirement will be like often don’t match reality—and it can be a rude awakening. Rick Atkinson, president of Retirement Advisors, shares some ways you can help your clients prepare for their full retirement picture. 00:30:00HorsesmouthnoHorsesmouth,financial advisor,retirement,advisor,adviserPreparing Clients for Life in RetirementHow Advisors Grow Their Businesshttp://www.blogtalkradio.com/horsesmouth/2011/06/08/how-advisors-grow-their-businessBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/06/08/how-advisors-grow-their-business/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/06/08/how-advisors-grow-their-businessWed, 08 Jun 2011 19:00:00 GMT How do you help your team to push past comfort zones to achieve real, sustainable progress in your business? Chris Holman, senior executive coach at ClientWise, joins AdvisorRADIO to discuss growth strategies.00:31:00HorsesmouthnoHorsesmouth,financial advisor,advisor,adviser,practice managementHow Advisors Grow Their BusinessThe Benefits of a Life Planning Approachhttp://www.blogtalkradio.com/horsesmouth/2011/05/25/michael-kayBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/05/25/michael-kay/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/05/25/michael-kayWed, 25 May 2011 19:00:00 GMT Many advisors have found embracing life planning to be the key to preparing clients for their financial future in a holistic way that makes sense to them. Advisor Radio talks with Michael Kay, CFP, author of "The Business of Life" about why he finds the approach so worthwhile.00:37:00Horsesmouthnolife planning,Horsesmouth,financial advisor,advisor,financial planningThe Benefits of a Life Planning ApproachSharpening Divorce Planning Skillshttp://www.blogtalkradio.com/horsesmouth/2011/05/18/nancy-liebmanBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/05/18/nancy-liebman/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/05/18/nancy-liebmanWed, 18 May 2011 19:00:00 GMT Becoming educated in the divorce process is a great way to extend your value to clients and offer a point of differentiation with prospects. Nancy Liebman, advisor, CDFA, and author of the "Get Your Fair Share: Control the Purse Strings of Your Divorce" financial workbook joins us to cover some of the pitfalls you can help divorced and soon to be divorced clients avoid, as well as how you can use divorce planning to differentiate yourself.00:36:00HorsesmouthnoHorsesmouth,financial advisor,advisor,divorce planning,divorceSharpening Divorce Planning SkillsDelving into Advisor Compensationhttp://www.blogtalkradio.com/horsesmouth/2011/04/05/delving-into-compensation-and-the-effects-of-book-structureBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/04/05/delving-into-compensation-and-the-effects-of-book-structure/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/04/05/delving-into-compensation-and-the-effects-of-book-structureTue, 05 Apr 2011 19:00:00 GMTDoug Trott of Price Metrix joins us to share the insightful research his company has done into advisor compensation.00:27:00Horsesmouthnohorsesmouth,financial advisor,financial adviser,advisor,compensationDelving into Advisor CompensationSocial Media and Advisors: What's Happening Nowhttp://www.blogtalkradio.com/horsesmouth/2011/03/30/social-mediaBusinesshttp://www.blogtalkradio.com/horsesmouth/2011/03/30/social-media/#commentshttp://www.blogtalkradio.com/horsesmouth/2011/03/30/social-mediaWed, 30 Mar 2011 19:00:00 GMTBusiness coach Mike Byrnes talks about how advisors and their firms are starting to use social media successfully. Find out what's working in this new AdvisorRadio segment.00:21:00Horsesmouthnosocial media,financial advisor,financial adviser,advisor,marketingSocial Media and Advisors: What's Happening NowActivities that Set the Succesful Post-Crash Advisor Apart from the Resthttp://www.blogtalkradio.com/horsesmouth/2010/05/21/activities-that-set-the-succesful-post-crash-advisor-apart-from-the-restManagementhttp://www.blogtalkradio.com/horsesmouth/2010/05/21/activities-that-set-the-succesful-post-crash-advisor-apart-from-the-rest/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/05/21/activities-that-set-the-succesful-post-crash-advisor-apart-from-the-restFri, 21 May 2010 16:30:00 GMTThe market bust affected all advisors and their clients dramatically, yet some have taken the steps needed to recover and build their business, while others, almost two years later, still haven’t. Maribeth Kuzmeski of Red Zone Marketing joins us to look at what activities thriving advisors are focusing on right now, and why some advisors are still shellshocked.01:30:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,advisor,successActivities that Set the Succesful Post-Crash Advisor Apart from the RestInsights From a Wine Event Maestro http://www.blogtalkradio.com/horsesmouth/2010/05/12/winedinner-eventsBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/05/12/winedinner-events/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/05/12/winedinner-eventsWed, 12 May 2010 20:00:00 GMTWe talk with advisor Brian Robinson about how he uses wine and dinner events to engage his prospects and clients, including what he says to clients and prospects during the event and how he follows up with prospects afterwards.01:30:00HorsesmouthnoHorsesmouth,financial advisor,advisor,wine event,dinner eventInsights From a Wine Event Maestro Modern Portfolio Theory Grows Uphttp://www.blogtalkradio.com/horsesmouth/2010/03/25/modern-portfolio-theory-grows-upBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/03/25/modern-portfolio-theory-grows-up/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/03/25/modern-portfolio-theory-grows-upThu, 25 Mar 2010 20:00:00 GMTToday's economy is too volatile to buy and forget, but that doesn't mean you need to time the market. Dynamic asset allocation accommodates market moves yet stays well rooted in traditional portfolio theory. We interview Jim Picerno, Horsesmouth contributor and author of the new book Dynamic Asset Allocation for insight on managing portfolios in a new age.
01:30:00Horsesmouthnoinvesting,Modern Portfolio Theory,Jim Picerno,asset allocation,HorsesmouthModern Portfolio Theory Grows UpAdvanced Wealth Management Skills for HNW+ Businesshttp://www.blogtalkradio.com/horsesmouth/2010/03/04/advanced-wealth-management-skills-for-hnw-businessBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/03/04/advanced-wealth-management-skills-for-hnw-business/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/03/04/advanced-wealth-management-skills-for-hnw-businessThu, 04 Mar 2010 21:00:00 GMTSometimes a CFP just isn't enough for high to ultra-high net worth executives and business owners whose multi-million dollar portfolios require sophisticated expertise in tax planning, wealth management, retirement planning, and more. Horsesmouth talks with Jim Dobbs, CFP and developer of IMCA's Certified Private Wealth Advisor (CPWA) program on what advisors need to compete at the HNW+ level.
01:30:00Horsesmouthnofinancial planning,wealth management,designations,IMCA,Jim DobbsAdvanced Wealth Management Skills for HNW+ BusinessClient Communication Strategies That Workhttp://www.blogtalkradio.com/horsesmouth/2010/02/11/client-communication-strategies-that-workBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/02/11/client-communication-strategies-that-work/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/02/11/client-communication-strategies-that-workThu, 11 Feb 2010 21:00:00 GMTHow do you keep in touch with your clients? What materials should you be sending them? Our guest, veteran advisor Lois Fishman from Rockville, Md., joins us to discuss the tactics she uses including workshops, newsletters and personal meetings. She'll reveal what her clients say about the efforts. Plus, Marie Swift, president and CEO of Impact Communications, Inc., will share the most timely and effective PR strategies.01:30:00HorsesmouthnoHorsesmouth,communication,financial advisor,advisor,client communicationClient Communication Strategies That WorkMake 2010 Your Best Referral Year Everhttp://www.blogtalkradio.com/horsesmouth/2010/02/04/make-2010-your-best-referral-year-everBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/02/04/make-2010-your-best-referral-year-ever/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/02/04/make-2010-your-best-referral-year-everThu, 04 Feb 2010 21:00:00 GMTAre you making the most of your social and professional networks? Have you sufficiently mined business opportunities and chances to help others appreciate your value? This week, Horsesmouth AdvisorRADIO interviews Steve Saenz, founder of the Advisor Solutions Network. Mr. Saenz will share strategies for building referral alliances with a range of professionals, while shoring up your referability and client trust. Plus, we'll have Horsesmouth's Director of Retirement and Life Planning, Elaine Floyd, on to talk about two of her articles on Key Financial Data for 2010 and Roth Conversion Analyses—our top two articles for January!01:30:00HorsesmouthnoHorsesmouth,financial advisor,networking,Roth,advisorMake 2010 Your Best Referral Year EverWhat are you telling your clients now? http://www.blogtalkradio.com/horsesmouth/2010/01/28/what-are-you-telling-your-clients-nowBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/01/28/what-are-you-telling-your-clients-now/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/01/28/what-are-you-telling-your-clients-nowThu, 28 Jan 2010 21:00:00 GMTVeteran advisors Bill Nicklin, co-founder of Horsesmouth, and Dennis Gibb, president of Sweetwater Investments will join us on Advisor Radio this Thursday to share their views on the market conditions. Find out what portfolio tactics these veteran advisors will pursue this year, and how they will communicate with clients.01:30:00HorsesmouthnoHorsesmouth,financial advisor,advisor,client communication,portfolio tacticsWhat are you telling your clients now? How to Stay Motivated in 2010http://www.blogtalkradio.com/horsesmouth/2010/01/14/how-to-stay-motivated-in-2010Businesshttp://www.blogtalkradio.com/horsesmouth/2010/01/14/how-to-stay-motivated-in-2010/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/01/14/how-to-stay-motivated-in-2010Thu, 14 Jan 2010 21:00:00 GMTClients need your help more than ever to reach their retirement goals. This week on Advisor Radio, we talk with business coach Dan Richards about how advisors can boost their own motivation while increasing their outreach to new and existing clients in need of retirement advice. We’ll also hear from four advisors who have discovered a new tool to help clients feel more confident about their end-of-life planning. 02:00:00HorsesmouthnoHorsesmouth,financial advisor,motivation,advisor,retirementHow to Stay Motivated in 2010Recognizing Talent and Motivating Stronger Performancehttp://www.blogtalkradio.com/horsesmouth/2010/01/13/recognizing-talent-and-motivating-stronger-performBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/01/13/recognizing-talent-and-motivating-stronger-perform/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/01/13/recognizing-talent-and-motivating-stronger-performWed, 13 Jan 2010 21:00:00 GMTFinding the right advisor for your branch is one of your most important tasks you face as a branch manager. Helping advisors break through self-imposed plateaus is another. Today on Advisor Radio we’ll discuss both with John Marshall, former sports psychologist and president of Self-Management Group, a leader in screening, selecting, training, and retaining high performing financial advisors. He will share his research that has helped pinpoint the factors that make people and organizations successful.01:00:00HorsesmouthnoHorsesmouth,branch manager,financial advisor,recruitment,retentionRecognizing Talent and Motivating Stronger PerformanceHorsesmouth All-Stars—The Best of the Besthttp://www.blogtalkradio.com/horsesmouth/2010/01/07/horsesmouth-all-starsthe-best-of-the-bestBusinesshttp://www.blogtalkradio.com/horsesmouth/2010/01/07/horsesmouth-all-starsthe-best-of-the-best/#commentshttp://www.blogtalkradio.com/horsesmouth/2010/01/07/horsesmouth-all-starsthe-best-of-the-bestThu, 07 Jan 2010 21:00:00 GMTIn 2009, we published more than 500 articles, but 10 of them really stood out for our members. In this edition of Advisor Radio, we analyze the impact of those articles, and sit down with four of the authors to discuss the trends they're observing in the financial services industry, and how advisors can implement their ideas for a successful 2010. We're joined by Horsesmouth senior editor Wendi Webb, director of retirement and life planning, Elaine Floyd, contributor Matt Anderson, and special business development contributor Dan Richards in this dynamic All-Star line-up.01:30:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,practice management,business developmentHorsesmouth All-Stars—The Best of the BestHow to Upsize by Selling Your Practicehttp://www.blogtalkradio.com/horsesmouth/2009/12/17/how-to-upsize-by-selling-your-practiceBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/17/how-to-upsize-by-selling-your-practice/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/17/how-to-upsize-by-selling-your-practiceThu, 17 Dec 2009 21:00:00 GMTMost the time, when you think of selling your business, it’s so you can retire. But you might be surprised to know that selling can also be an option much earlier in your career--to help you grow.
Financial advisor Rob Wolfe of Capital Planning Group in Ft. Lauderdale, joins us on Advisor Radio this week to share how he took his $300 million practice and merged it with a $12 billion national financial planning firm. He discusses the advantages of becoming part of a larger group, and how he has leveraged his new partnership.
02:00:00HorsesmouthnoHorsesmouth,selling your business,financial advisor,financial adviser,advisorHow to Upsize by Selling Your PracticeSetting a Daily Game Planhttp://www.blogtalkradio.com/horsesmouth/2009/12/10/setting-a-daily-game-planBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/10/setting-a-daily-game-plan/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/10/setting-a-daily-game-planThu, 10 Dec 2009 21:00:00 GMTNow that you've got a smart, workable plan, you need a clear and doable daily game plan to guide your execution. Here's how to do it.01:30:00Horsesmouthnogameplan,Horsesmouth,business plan,financial advisor,advisorSetting a Daily Game PlanCreating a Marketing Budgethttp://www.blogtalkradio.com/horsesmouth/2009/12/09/creating-a-marketing-budgetBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/09/creating-a-marketing-budget/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/09/creating-a-marketing-budgetWed, 09 Dec 2009 21:00:00 GMTIf you don't spend money to grow your business, it won't grow. Learn the different approaches for creating a marketing budget that delivers on the investments you make. 01:30:00Horsesmouthnomarketing,marketing budget,Horsesmouth,financial advisor,advisorCreating a Marketing BudgetYour Client Communication and Service Modelhttp://www.blogtalkradio.com/horsesmouth/2009/12/08/your-client-communication-and-service-modelBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/08/your-client-communication-and-service-model/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/08/your-client-communication-and-service-modelTue, 08 Dec 2009 21:00:00 GMTIn an era of word-of-mouth marketing, every client touch is a marketing activity. You've got to get this right and ensure that it keeps getting better.01:30:00Horsesmouthnoclient communication,service model,Horsesmouth,financial advisor,advisorYour Client Communication and Service ModelEvent Marketinghttp://www.blogtalkradio.com/horsesmouth/2009/12/03/event-marketingBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/03/event-marketing/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/03/event-marketingThu, 03 Dec 2009 21:00:00 GMTWhether it's intimate events with top clients, large appreciation events with a lot of clients, or medium-sized workshops and seminars, it's imperative that you run a client event strategy that keeps clients loyal while cultivating prospects, too.01:30:00Horsesmouthnoevent marketing,marketing,Horsesmouth,financial adviser,financial advisorEvent MarketingCOI Marketinghttp://www.blogtalkradio.com/horsesmouth/2009/12/02/coi-marketingBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/02/coi-marketing/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/02/coi-marketingWed, 02 Dec 2009 21:00:00 GMTWhen you spend your networking time in a highly focused, strategic way, you get the most return on your time investment.01:30:00HorsesmouthnoHorsesmouth,marketing,financial advisor,advisor,financial adviserCOI MarketingConsultative Cold Callinghttp://www.blogtalkradio.com/horsesmouth/2009/12/01/consultative-cold-callingBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/12/01/consultative-cold-calling/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/12/01/consultative-cold-callingTue, 01 Dec 2009 21:00:00 GMTThe phone still works for meeting new prospects and landing new clients. Here's what you need to consider.01:30:00Horsesmouthnocold calling,Horsesmouth,financial advisor,prospecting,advisorConsultative Cold CallingFine-Tuning Your Referral Strategyhttp://www.blogtalkradio.com/horsesmouth/2009/11/19/fine-tuning-your-referral-strategyBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/19/fine-tuning-your-referral-strategy/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/19/fine-tuning-your-referral-strategyThu, 19 Nov 2009 21:00:00 GMTUnless they're swimming in referrals, every advisor needs to make this a critical aspect of 2010's business plan.01:30:00Horsesmouthnoreferrals,Horsesmouth,financial advisor,financial adviser,advisorFine-Tuning Your Referral StrategyRe-Writing Your Positioning Statementhttp://www.blogtalkradio.com/horsesmouth/2009/11/18/re-writing-your-positioning-statementBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/18/re-writing-your-positioning-statement/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/18/re-writing-your-positioning-statementWed, 18 Nov 2009 21:00:00 GMTHow you speak about what you do for your clients is critical to attracting new clients.01:30:00Horsesmouthnopositioning statement,Horsesmouth,financial advisor,financial adviser,advisorRe-Writing Your Positioning StatementCreating Your Ideal Client Profilehttp://www.blogtalkradio.com/horsesmouth/2009/11/17/creating-your-ideal-client-profileBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/17/creating-your-ideal-client-profile/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/17/creating-your-ideal-client-profileTue, 17 Nov 2009 21:00:00 GMTYou've got to thoroughly understand your selected target markets if you expect to find more good clients.01:30:00HorsesmouthnoHorsesmouth,ideal client profile,financial advisor,financial adviser,advisorCreating Your Ideal Client ProfileSetting Your 2010 Goalshttp://www.blogtalkradio.com/horsesmouth/2009/11/12/setting-your-2010-goalsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/12/setting-your-2010-goals/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/12/setting-your-2010-goalsThu, 12 Nov 2009 21:00:00 GMTWhat you choose to achieve and how and when you choose to achieve it by, will completely shape your level of 2010 success.01:30:00Horsesmouthnobusiness planning,Horsesmouth,financial advisor,advisor,goalsSetting Your 2010 GoalsCrafting a Clear Mission Statementhttp://www.blogtalkradio.com/horsesmouth/2009/11/11/crafting-a-clear-mission-statementBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/11/crafting-a-clear-mission-statement/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/11/crafting-a-clear-mission-statementWed, 11 Nov 2009 21:00:00 GMTIn this session, you'll learn about the critical importance of a highly specific mission statement and how to craft an effective one or revise your existing mission statement.01:30:00Horsesmouthnobusiness planning,Horsesmouth,financial advisor,advisor,mission statementCrafting a Clear Mission StatementAnalyzing Your Business Situationhttp://www.blogtalkradio.com/horsesmouth/2009/11/10/analyzing-your-business-situationBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/10/analyzing-your-business-situation/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/10/analyzing-your-business-situationTue, 10 Nov 2009 21:00:00 GMTIn this opening session, you'll learn the key items to address and review as you start your 2010 business plan. You'll learn how to conduct a situation analysis and uncover your strengths, weaknesses, opportunities, and threats.01:30:00Horsesmouthnobusiness planning,Horsesmouth,financial advisor,advisor,business analysisAnalyzing Your Business SituationCan You Capture $25 Million in New Assets in 2010 from Strategic Alliances?http://www.blogtalkradio.com/horsesmouth/2009/11/05/can-you-capture-25-million-in-new-assets-in-2010-from-strategic-alliancesBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/11/05/can-you-capture-25-million-in-new-assets-in-2010-from-strategic-alliances/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/11/05/can-you-capture-25-million-in-new-assets-in-2010-from-strategic-alliancesThu, 05 Nov 2009 21:00:00 GMTThis week, ADVISOR Radio interviews Steve Moeller, of American Business Visions, about the benefits of strategic alliances with estate and trust attorneys. You’ll learn how working with these professionals can boost your access to high quality clients and increase your credibility, with the potential for bringing in between $10-25 million in new assets. Steve will share tips on initiating the relationships, and making them more mutually rewarding, while you provide better service for your clients.
Plus, Nancy Lininger, founder of The Consortium, a compliance consulting firm, joins us to provide the latest on regulatory changes coming down the pike from Washington D.C. Nancy will also weigh in on how you can streamline your compliance paperwork burden and what compliance changes you need to know about now.01:30:00HorsesmouthnoHorsesmouth,strategic alliances,financial advisor,compliance,advisorCan You Capture $25 Million in New Assets in 2010 from Strategic Alliances?Laid-Off Camp, Plus Financial Town Hall Meetings http://www.blogtalkradio.com/horsesmouth/2009/10/29/laid-off-camp-plus-financial-town-hall-meetingsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/10/29/laid-off-camp-plus-financial-town-hall-meetings/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/10/29/laid-off-camp-plus-financial-town-hall-meetingsThu, 29 Oct 2009 20:00:00 GMTThe bad economy means many employees have lost jobs. For mid-career professionals, experiencing a lay-off can be especially tough on the psyche. Recognizing an opportunity to reach out to this market, advisor Mitch Slater hosted a Laid-Off Camp in New Jersey for more than 100 attendees. Learn how this value-added event introduced him to potential clients and performed a public service. Plus, business consultant Sarano Kelly will discuss the benefits of hosting financial Town Hall meetings for clients and special guests. 01:30:00HorsesmouthnoHorsesmouth,prospecting,financial advisor,financial adviser,advisorLaid-Off Camp, Plus Financial Town Hall Meetings AdvisorRADIO Classic: Woman Entrepreneurs: What Makes Them Tick?http://www.blogtalkradio.com/horsesmouth/2009/10/22/laid-off-camp-and-the-401k-rollover-marketBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/10/22/laid-off-camp-and-the-401k-rollover-market/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/10/22/laid-off-camp-and-the-401k-rollover-marketThu, 22 Oct 2009 20:00:00 GMTHow can you help your women business owner clients overcome their biggest financial challenges? This week on AdvisorRADIO we'll be talking with Laura Biswas, founder of Embracing Your Path, a consulting firm working with women entrepreneurs, and with Judith Cane, a successful woman advisor in Ottawa, Canada.01:30:00HorsesmouthnoHorsesmouth,women,financial advisor,entrepreneurs,advisorAdvisorRADIO Classic: Woman Entrepreneurs: What Makes Them Tick?Develop an Effective Marketing Message for Right Nowhttp://www.blogtalkradio.com/horsesmouth/2009/10/15/develop-an-effective-marketing-message-for-right-nowBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/10/15/develop-an-effective-marketing-message-for-right-now/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/10/15/develop-an-effective-marketing-message-for-right-nowThu, 15 Oct 2009 20:00:00 GMTThe biggest difference between success and failure in marketing is understanding what your potential clients really care about. Too often, flawed assumptions lead to marketing disasters. Sales trainer Mark Magnacca president of the Insight Development Group, will explain how to create an effective positioning statement that will interest those you hope to win over.
Additionally, financial advisor Bill Connington in Pine Brook, N.J., will share successful insights from his client event marketing approach.01:30:00Horsesmouthnopositioning statement,Horsesmouth,financial advisor,financial adviser,marketingDevelop an Effective Marketing Message for Right NowThe Mental Rules of Golf (And Business Success)http://www.blogtalkradio.com/horsesmouth/2009/10/08/the-mental-rules-of-golf-and-business-successBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/10/08/the-mental-rules-of-golf-and-business-success/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/10/08/the-mental-rules-of-golf-and-business-successThu, 08 Oct 2009 20:00:00 GMTWanna pick up some golf tips and business-building strategies? Sports psychologist Gregg Steinberg joins us to talk about golf mastery, golf events, and business success. Hailed by "Golf Digest" as a sports mastermind, Dr. Steinberg shares stories of helping financial advisors improve their games, as well as hosting fun-filled golf events for clients--events that help clients gain more mental discipline in one of their favorite past-times. 01:30:00Horsesmouthnobusiness golf,Horsesmouth,financial advisor,financial adviser,advisorThe Mental Rules of Golf (And Business Success)How to Offer Legacy Planning Services to Your Clientshttp://www.blogtalkradio.com/horsesmouth/2009/10/01/how-to-offer-legacy-planning-services-to-your-clientsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/10/01/how-to-offer-legacy-planning-services-to-your-clients/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/10/01/how-to-offer-legacy-planning-services-to-your-clientsThu, 01 Oct 2009 15:00:00 GMTTransferring wealth is a complicated process. It’s wrought with emotional and financial landmines. By offering to assist clients in this critical area, you demonstrate your commitment to their well-being. With training in legacy planning, you can play a big role in helping alleviate the complexity and allow clients to steer clear of transfer pitfalls.
This week on Advisor Radio, we’ll visit with Woody Young, co-founder and President of Quest Capital Management in Dallas. Woody has developed an intergenerational planning and legacy niche and will share tips on what you need to do to better serve your clients in this area. 01:30:00Horsesmouthnoestate planning,legacy planning,Horsesmouth,financial advisor,financial adviserHow to Offer Legacy Planning Services to Your ClientsMarketing Clinic: What's working these days and what isn'thttp://www.blogtalkradio.com/horsesmouth/2009/09/17/marketing-clinic-whats-working-these-days-and-what-isntBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/09/17/marketing-clinic-whats-working-these-days-and-what-isnt/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/09/17/marketing-clinic-whats-working-these-days-and-what-isntThu, 17 Sep 2009 15:00:00 GMTDo you have a marketing strategy and a lucrative target market? What approaches are working these days and what aren't? What's a good ROI for your money? Join us for a special marketing clinic with our guest, Maribeth Kuzmeski, marketing expert and author of the new book, "The Connectors." 01:30:00Horsesmouthnomarketing,horsesmouth,financial advisor,financial adviser,advisorMarketing Clinic: What's working these days and what isn'tThinking of Buying or Selling A Business?http://www.blogtalkradio.com/horsesmouth/2009/09/10/thinking-of-buying-or-selling-a-businessBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/09/10/thinking-of-buying-or-selling-a-business/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/09/10/thinking-of-buying-or-selling-a-businessThu, 10 Sep 2009 15:00:00 GMTBuying or selling a practice presents challenges on many levels. Our guests include Don Patrick, an Atlanta advisor who has personally experienced the process as well as David Grau Jr., Director of Corporate Programs for FP Transitions, with tips on how to spot opportunities and avoid common pitfalls.
01:30:00Horsesmouthnoadvisor,business,adviser,financial,transitionsThinking of Buying or Selling A Business?Buying and Selling a Business: How to advise clients--and yourselfhttp://www.blogtalkradio.com/horsesmouth/2009/08/27/buying-and-selling-a-business-how-to-advise-clients-and-yourselfBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/08/27/buying-and-selling-a-business-how-to-advise-clients-and-yourself/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/08/27/buying-and-selling-a-business-how-to-advise-clients-and-yourselfThu, 27 Aug 2009 15:00:00 GMTThis week on AdvisorRADIO we'll be discussing trends in the market for small business owners with biz broker David Thorne and get some pointers about buying/selling a financial services practice.01:30:00HorsesmouthnoHorsesmouth,financial advisor,financial adviser,advisor,entrepreneurBuying and Selling a Business: How to advise clients--and yourselfHow to "Nudge" Clients and Prospectshttp://www.blogtalkradio.com/horsesmouth/2009/08/13/how-to-nudge-clients-and-prospectsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/08/13/how-to-nudge-clients-and-prospects/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/08/13/how-to-nudge-clients-and-prospectsThu, 13 Aug 2009 15:00:00 GMTCan you effectively nudge your clients and prospects to make better decisions about wealth, health and happiness? The authors of a recent bestselling book think so. Join us on AdvisorRADIO as we discuss useful takeaways from the book.
01:30:00Horsesmouthnoadvisor,adviser,books,business,clientsHow to "Nudge" Clients and ProspectsWomen Entrepreneurs: What makes them tick?http://www.blogtalkradio.com/horsesmouth/2009/08/06/women-entrepreneurs-what-makes-them-tickBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/08/06/women-entrepreneurs-what-makes-them-tick/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/08/06/women-entrepreneurs-what-makes-them-tickThu, 06 Aug 2009 15:00:00 GMTHow can you help your women business owner clients overcome their biggest financial challenges? This week on AdvisorRADIO we'll be talking with Laura Biswas, founder of Embracing Your Path, a consulting firm working with women entrepreneurs, and with Judith Cane, a successful woman advisor in Ottawa, Canada.
01:30:00Horsesmouthnoadvisor,adviser,investing,women,entrepreneurWomen Entrepreneurs: What makes them tick?State of the Mid-Year Reviewhttp://www.blogtalkradio.com/horsesmouth/2009/07/30/state-of-the-mid-year-reviewBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/07/30/state-of-the-mid-year-review/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/07/30/state-of-the-mid-year-reviewThu, 30 Jul 2009 15:00:00 GMTThings may be starting to look up in the markets, but fear, anxiety, and uncertainty are still affecting many investors and, likewise, many of your clients. Now that we've reached the halfway point of the year, a mid-year review can rid clients of those negative emotions by putting their situations into perspective and reassuring them that you're on the case. Join us as we welcome guests Dan Richards and Terry Hill onto the program and hear them give their advice on the role a mid-year review can play and how it should be conducted. 01:30:00HorsesmouthnoHorsesmouth,client review,financial advisor,advisor,financial adviserState of the Mid-Year ReviewRegaining, Maintaining, and Building Client Trust Post-Meltdownhttp://www.blogtalkradio.com/horsesmouth/2009/07/23/regaining-maintaining-and-building-client-trust-post-meltdownBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/07/23/regaining-maintaining-and-building-client-trust-post-meltdown/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/07/23/regaining-maintaining-and-building-client-trust-post-meltdownThu, 23 Jul 2009 15:00:00 GMTHow can you keep your clients' trust after last year's market performance? How do you really know if your clients trust you? Trust is the foundation of any successful relationship, and research has shown that it took a large hit during the market meltdown. We're going to look at the ways advisors are generating and maintaining the trust of their clients in this environment—as well as the client confidence-killing mistakes some are committing—with industry expert Bill Bachrach and advisor Dennis Nolte.01:30:00HorsesmouthnoHorsesmouth,advisor,financial advisor,trust,adviserRegaining, Maintaining, and Building Client Trust Post-MeltdownDevelop an Ideal Client Profile; Plus, Women Prospectshttp://www.blogtalkradio.com/horsesmouth/2009/07/16/develop-an-ideal-client-profile-plus-women-prospectsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/07/16/develop-an-ideal-client-profile-plus-women-prospects/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/07/16/develop-an-ideal-client-profile-plus-women-prospectsThu, 16 Jul 2009 15:00:00 GMTMany advisors are using an Ideal Client Profile to punch-up their marketing and galvanize their prospecting. We'll discuss how they're doing it and detail what elements every Ideal Client Profile needs to be effective. Also, Horsesmouth Senior Editor Wendi Webb will join us to share her insights on maintaining a female niche. 01:30:00Horsesmouthnoadvisor,adviser,financial,business,prospectingDevelop an Ideal Client Profile; Plus, Women ProspectsWhat Advisors are Telling Clients Nowhttp://www.blogtalkradio.com/horsesmouth/2009/07/09/what-advisors-are-telling-clients-nowBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/07/09/what-advisors-are-telling-clients-now/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/07/09/what-advisors-are-telling-clients-nowThu, 09 Jul 2009 15:00:00 GMTVeteran advisor and coach Dan Finley joins AdvisorRADIO to talk about what advisors are telling their clients. Plus, your questions, the Horsesmouth book club, and more.01:30:00Horsesmouthnoadvisor,adviser,business,financial planning,financeWhat Advisors are Telling Clients NowHow to Benefit from the Great Client Churn With Superior Client Service Strategieshttp://www.blogtalkradio.com/horsesmouth/2009/07/02/how-to-benefit-from-the-great-client-churn-with-superior-client-service-strategiesBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/07/02/how-to-benefit-from-the-great-client-churn-with-superior-client-service-strategies/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/07/02/how-to-benefit-from-the-great-client-churn-with-superior-client-service-strategiesThu, 02 Jul 2009 15:00:00 GMTWe'll discuss specific steps you can take to keep your top clients closer, and we'll also talk about the newly released Capgemini/Merrill Lynch 2009 World Wealth Report. Plus, business coach David Leo shares his insights into how you should view your own client service strategy. And we'll announce our first entry in Horsesmouth's new book club.
03:00:00HorsesmouthnoHorsesmouth,advisor,financial advisor,client service,financial adviserHow to Benefit from the Great Client Churn With Superior Client Service StrategiesGet a Handle on Depression, Anxiety, and Rejection with Dr. Arthur Ciaramicolihttp://www.blogtalkradio.com/horsesmouth/2009/06/19/get-a-handle-on-depression-anxiety-and-rejection-with-dr-arthur-ciaramicoliBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/06/19/get-a-handle-on-depression-anxiety-and-rejection-with-dr-arthur-ciaramicoli/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/19/get-a-handle-on-depression-anxiety-and-rejection-with-dr-arthur-ciaramicoliFri, 19 Jun 2009 14:00:00 GMTOther special guests: Shawn Greene on working the phones in a downturn03:00:00HorsesmouthnoHorsesmouth,financial advisor,advisor,anxiety,AdvisorFestGet a Handle on Depression, Anxiety, and Rejection with Dr. Arthur CiaramicoliLinkedIn? Twitter? Social Networking Tips for Advisorshttp://www.blogtalkradio.com/horsesmouth/2009/06/18/linkedin-twitter-social-networking-tips-for-advisorsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/06/18/linkedin-twitter-social-networking-tips-for-advisors/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/18/linkedin-twitter-social-networking-tips-for-advisorsThu, 18 Jun 2009 14:00:00 GMTSpecial guests: Nicole Coulter, Marie Swift, and Elaine Floyd03:00:00HorsesmouthnoHorsesmouth,AdvisorFest,financial advisor,financial adviser,social networkingLinkedIn? Twitter? Social Networking Tips for AdvisorsMeeting HNW: What Works and What Doesn’t with Bryce Sandershttp://www.blogtalkradio.com/horsesmouth/2009/06/17/meeting-hnw-what-works-and-what-doesnt-with-bryce-sandersBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/06/17/meeting-hnw-what-works-and-what-doesnt-with-bryce-sanders/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/17/meeting-hnw-what-works-and-what-doesnt-with-bryce-sandersWed, 17 Jun 2009 14:00:00 GMTSpecial guests: William T. Nicklin, Bruce sanders and Wendi Webb.03:00:00Horsesmouthnoadvisor,adviser,objections,high net worth,cold callingMeeting HNW: What Works and What Doesn’t with Bryce SandersGet More Energy Starting Today!http://www.blogtalkradio.com/horsesmouth/2009/06/16/get-more-energy-starting-todayBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/06/16/get-more-energy-starting-today/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/16/get-more-energy-starting-todayTue, 16 Jun 2009 14:00:00 GMTSpecial guests: Bob David on "Leading Your Own Referral Revival," Dan Finley on "Mastering Objections in a Down Market," and Max Bolka on how to "Get More Energy Starting Today!"
03:00:00Horsesmouthnobusiness,energy,referrals,advisors,advisersGet More Energy Starting Today!Play More Golf and Get More Clientshttp://www.blogtalkradio.com/horsesmouth/2009/06/15/play-more-golf-and-get-more-clientsBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/06/15/play-more-golf-and-get-more-clients/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/15/play-more-golf-and-get-more-clientsMon, 15 Jun 2009 14:00:00 GMTSpecial guests: Wendi Webb with "Emotionless Stock Picking," Suzanne Woo with "How to Play More Golf and Get More Clients," plus memorabilia that inspires advisors and more!03:00:00HorsesmouthnoAdvisor,Adviser,Business,Motivation,ReferralsPlay More Golf and Get More ClientsAdvisorFest Day 3http://www.blogtalkradio.com/horsesmouth/2009/06/12/advisorfest-day-3Businesshttp://www.blogtalkradio.com/horsesmouth/2009/06/12/advisorfest-day-3/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/12/advisorfest-day-3Fri, 12 Jun 2009 14:00:00 GMTSpecial guests: Steve Sanduski on "How to Structure Your Day," Bob Chernow on "Futurism and Being and Being an Advisor, plus "Reach Clients Through a Passion for Wine with Bryce Sanders" and more! 03:00:00HorsesmouthnoAdvisor,Adviser,Business,Futurism,WineAdvisorFest Day 3AdvisorFest Day 2http://www.blogtalkradio.com/horsesmouth/2009/06/11/advisorfest-day-2Businesshttp://www.blogtalkradio.com/horsesmouth/2009/06/11/advisorfest-day-2/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/11/advisorfest-day-2Thu, 11 Jun 2009 14:00:00 GMTSpecial Guests: Andrea Nierenberg on networking, Katherine Vessenes on "Positioning Your Office to Make Money in Tough Times," plus Nicole Coulter on "Connecting with Clients" and more! 03:00:00HorsesmouthnoProspecting,Advisor,Adviser,Business,Client ServiceAdvisorFest Day 2AdvisorFest Day 1http://www.blogtalkradio.com/horsesmouth/2009/06/10/advisorfest-day-1Businesshttp://www.blogtalkradio.com/horsesmouth/2009/06/10/advisorfest-day-1/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/10/advisorfest-day-1Wed, 10 Jun 2009 14:00:00 GMTSpecial guests: Connie Kadansky on "Call Reluctance," Bob David on "The Power of Visualization," plus get motivated with Jim Rohrbach and more!03:00:00HorsesmouthnoProspecting,Advisors,Advisers,Motivation,VisualizationAdvisorFest Day 1Time Management Tips That Workhttp://www.blogtalkradio.com/horsesmouth/2009/06/04/time-management-tips-that-workBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/06/04/time-management-tips-that-work/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/04/time-management-tips-that-workThu, 04 Jun 2009 17:00:00 GMTHorsesmouth Senior Editor Ed Klink interviews veteran advisor Maureen Hughes on her successful time blocking strategies.01:30:00Horsesmouthnoadvisor,adviser,time management,business,prospectingTime Management Tips That WorkNetworking http://www.blogtalkradio.com/horsesmouth/2009/06/02/networking-Businesshttp://www.blogtalkradio.com/horsesmouth/2009/06/02/networking-/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/06/02/networking-Tue, 02 Jun 2009 17:00:00 GMTHorsesmouth senior editor Ed Klink talks with networking/referrals expert Michael Goldberg.02:00:00Horsesmouthnoreferrals,networking,advisors,advisers,prospectingNetworking Tips for Throwing Great Client Eventshttp://www.blogtalkradio.com/horsesmouth/2009/05/28/great-client-event-experientBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/05/28/great-client-event-experient/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/05/28/great-client-event-experientThu, 28 May 2009 17:00:00 GMTEd Klink talks to Nicole Coulter about secrets of great client events.01:30:00HorsesmouthnoHorsesmouth,AdvisorFest,Advisor,Adviser,Client serviceTips for Throwing Great Client EventsHow to Get Motivated and Maintain Focushttp://www.blogtalkradio.com/horsesmouth/2009/05/21/AdvisorRADIO-5-21-09Businesshttp://www.blogtalkradio.com/horsesmouth/2009/05/21/AdvisorRADIO-5-21-09/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/05/21/AdvisorRADIO-5-21-09Thu, 21 May 2009 17:00:00 GMTWho's looking out for you? Join industry veteran, and life coach Bob David, as we share tips on how to increase energy, maintain focus, and banish bad habits.02:00:00Horsesmouthnohorsesmouth,motivation,financial advisor,financial adviser,advisorHow to Get Motivated and Maintain FocusThe Secrets to Getting Past Gatekeepers and Cold Calling Effectivelyhttp://www.blogtalkradio.com/horsesmouth/2009/05/19/AdvisorRADIO-Businesshttp://www.blogtalkradio.com/horsesmouth/2009/05/19/AdvisorRADIO-/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/05/19/AdvisorRADIO-Tue, 19 May 2009 17:00:00 GMTShawn Green, author of "I'd Rather Have a Root Canal Than Do Cold Calling," joins Horsesmouth Senior Editor Ed Klink to talk about how to cold call more effectively.02:00:00HorsesmouthnoHorsesmouth,prospecting,financial advisor,financial adviser,advisorThe Secrets to Getting Past Gatekeepers and Cold Calling EffectivelyNew Social Security Developments, Entertaining with Champagne, and Overcoming Recession Challenges http://www.blogtalkradio.com/horsesmouth/2009/05/15/Advisor-RadioBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/05/15/Advisor-Radio/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/05/15/Advisor-RadioFri, 15 May 2009 16:00:00 GMTJoin Ed Klink, Horsesmouth Senior Editor, as he talks with Horsesmouth Editor-in-Chief Sean Bailey about the upcoming AdvisorFest, Elaine Floyd about new Social Security developments, industry veteran and HNW expert Bryce Sanders about entertaining with Champagne, and business coach Dan Finley about bear market challenges.02:00:00HorsesmouthnoHorsesmouth,financial advisor,advisor,financial adviser,AdvisorFestNew Social Security Developments, Entertaining with Champagne, and Overcoming Recession Challenges The Great Client Event Experimenthttp://www.blogtalkradio.com/horsesmouth/2009/05/07/The-Great-Client-Event-ReminderBusinesshttp://www.blogtalkradio.com/horsesmouth/2009/05/07/The-Great-Client-Event-Reminder/#commentshttp://www.blogtalkradio.com/horsesmouth/2009/05/07/The-Great-Client-Event-ReminderThu, 07 May 2009 20:00:00 GMTJoin Horsesmouth Senior Editor Nicole Coulter as she guides advisors through the planning, hosting, and follow-up stages of client events.02:00:00Horsesmouthnoclient event,Horsesmouth,financial advisor,financial adviser,HorsesmouthThe Great Client Event Experiment